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Woman and child with text about not being a burden.
Quote: I didn't plan to be divorced in my 50s.
Woman smiling during discussion with consultant
Smiling couple using a calculator with overlay text about work
Text snippet about transitioning to an independent lifestyle in your 60s
Person snowshoeing with text Grandparents' retirement? No, thanks!
Insurance, Social Security, 401(k) text over people.
Quote: Am I procrastinating because I don't know what to do.
Text about leaving and what to do with a 401(k)
Text: can we be sure we are making the right decisions for each child

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

FOCUS. PLAN. ENJOY.

Welcome to our Website. We hope you enjoyed the slides above and will check out the the video below. We have created this website, not only to help educate you about long term comprehensive financial life planning in general, but also to answer the following questions in particular:

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Who is Jim Druffner and why did he become a financial life planner? Answer

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How does the financial life planning profession differ from the financial services industry? Answer

How does the financial life planning process work? Answer

What should I know about fees? Answer

How is financial life planning different from Groundhog Day? Or reincarnation? Answer

For the ladies: Is a man a plan? Answer 

Also for the ladies: Why are you so special? Answer

But what about those TV ads from the banks and brokerage houses? Answer

How does investing fit into the financial life planning process now? Answer

Do you want to know more about long term comprehensive financial life planning?  Click on Resources at the top of this page for a host of articles, videos, and other resources to help you understand more about financial life planning. Then click on Contact Us so that we can help you create - not just prepare for - a happy, secure, and fulfilling future. 

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains using life insurance to make meaningful charitable donations.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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