Offers Exclusive to Adopters
Complimentary Retirement Assessment with a CFP®
Offer Expires on May 31st, 2025
Use Promo Code Ducks
When it comes to investing and money, emotions can impact your goals. Overthinking, overreacting, and feeling overwhelmed are common which is why we use a Baby Step process to guide you and help you take action.
As trusted Raleigh Financial Advisors and Fee-Only Financial Planner, our mission is to empower you one step at a time. The first step is evaluate where you are now and with our Free Retirement Assessment you can see where you stand in just minutes.
Click Here For Your Retirement Assessment-https://us.planswell.com/en-US/discovery/adv-mark-18
Once completed you can use the scheduling link below and we can set up a meeting via Zoom to review the output.
Our hassle-free and convenient services allow you to work with us from the comfort of your home or office. With meetings conducted via Zoom, we provide timely information for smarter financial decisions. Our goal is to remove obstacles that hindered your progress in the
Book a Complimentary Consultation Today! Mention the Duckrace and receive a complimentary Financial Coaching Session with a Ramsey Preferred Financial Coach. Just book your appointment using this link and mention Dave and Ducks to get your complimentary coaching session. https://calendly.com/getaplan/fpucoach
As a Rotarian and proud sponsor of the Super Duper Duck Splash University Financial Strategies is excited for another year of Ducks, so come out and join us on May 4th during the Meet in the Street festival in downtown Wake Forest as we watch the Rubber Ducks race down the slip and slide.
To learn more about about University Financial Strategies visit us at: https://retirementbabysteps.com