Happy Independence Day!

Happy Independence Day holiday!

Our offices will be closed Friday, July 3 for the holiday.

Take care, and enjoy your weekend celebrating our nation’s independence with your friends and family!

Let us know if we can help you on the path to financial independence. We’ll work with you to create a road map to a stress-free financial life. Find out how rewarding life can be when you set yourself free.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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