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How Will The SECURE Act Affect You?

On December 20th, President Trump signed into a law a spending bill that included the Setting Every Community Up For Retirement Enhancement (SECURE) Act of 2019. This legislation made a number of changes in the retirement planning arena. Four change that may impact you...

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Welcome!

As true fiduciaries, Ken Duetsch II, Steve Schiestel and Brad Fogleman are ready to bring their decades of wealth and investment management experience to help people find a peaceful balance between their personal, work and financial lives.

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