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R. Shane Perkins, CFP®

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

2022, 2023, and 2024 Forbes Top Financial Security Professional (Best in State)!

Not an indication of future performance or any one client’s experience. See methodologies.

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