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<strong>About You</strong>

About You

Our relationship begins with a comprehensive plan for retirement, a solid understanding of your unique goals for retirement, and an easy-to-understand road map with specifics on pursuing your plan.


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<strong>About Us</strong>

About Us

It takes a team to help you plan for retirement, to help you make good decisions along the way and to always be there for you whenever you need us.

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<strong>Why Plan?</strong>

Why Plan?

While the benefits of planning are numerous, it is important to note that the most important benefit is improving our chances of reaching your goals.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Kathryn Premraj, CFP®

Kathryn Premraj, CFP®

CERTIFIED FINANCIAL PLANNER™

Kayla Ferreira

Kayla Ferreira

Client Service Associate

Steve Stravolo

Steve Stravolo

Founding Partner, CEO, LPL Financial Advisor

William  Granger

William Granger

Partner, V.P., LPL Financial Advisor