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Candace Kearney Financial Services
Our goal is to help YOU reach YOUR financial goals.
Sometimes, it takes a team to accomplish challenging tasks in life. We are a dedicated financial team ready to serve you.
With thousands of independent, nonproprietary financial products and services to choose from, we can deliver a customized financial strategy that helps fit your unique situation now and helps answer the questions of tomorrow.
No matter where you start, learn to manage and grow what you have, while living life your way. It's all about you and your future!
Navigating Your Financial Future
Explore Our Comprehensive Financial Services
Discover how our financial advisory services can help you achieve your financial goals. From portfolio management to retirement planning and multigenerational wealth strategies, we've got you covered every step of the way. With our experience and dedication, we're committed to helping you reach your long-term objectives.
Portfolio Management
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Retirement Planning
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Multigenerational Planning
Learn More!Why Choose Us?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.
HOLISTIC APPROACHWelcome to the Summit!
You have been planning, saving, and sacrificing, all with anticipation that you will achieve your goal of a comfortable retirement. You have reached the Summit in your planning. This should not be a concern, but an opportunity to celebrate and congratulate yourself for a job well done. However, after the celebration is over one of the first thoughts you may have is, “Where to from here?” Welcome to the Summit! It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead. The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
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