Wealth Advice That Supports Your Life Choices

Whether you’re in the early stages of building wealth or further along, we’ll create a financial plan to help you achieve the goals you’ve set for yourself.

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Meet JB

The way you think about your goals, aspirations and challenges influences the way you think about saving for the long term, so after I better understand your personal and financial situation, I’ll create a wealth plan that meets you at whatever stage you are in life and make sure you stay on track to achieve the goals you’ve set for yourself.

JB Batiste, CFP®, EA

Insights

Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.

Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.

“I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I would like to come back as the bond market. It can intimidate everybody.”       —Well-known political strategist James Carville In...

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