Monica and Rich have over 30 years of experience educating families, educators and small businesses. They have a passion for financial literacy.

Rich & Monica Claypool

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Time to Take Action

When we are excited about our future,
we live more confident today.

STEP 1
Discover your Retirement Shortfall
FiN is the most important number in your financial life. Discover it today.
STEP 2
Protect your Income
The Income Protection Number (IPN) enhances financial decision-making for income protection.

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We can create simple-to-follow action steps to get you to where you want to go.

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Content presented on this website is for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Information on this website is not intended to be comprehensive tax advice or financial planning advice for any particular client investment needs.

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