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I have consulted with Alexis several times regarding financial personal planning as well as financial planning for my business. Working with Alexis has helped me to better monitor and set up my personal and business financials to help me transition from a full time employee to a fulltime entrepreneur.

Anita M.

Entrepreneur

I went to Alexis for advice about my savings journey and how to get the most out my retirement accounts. She was professional, knowledgeable, and accommodating. I appreciate how transparent she was about what is attainable and realistic and didn’t just tell me what she thought I wanted to hear.

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Retired Officer

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