Simple Steps to Financial Security

Couple Working on Bills

“Thanks to the help we received from our pro bono financial planner, my husband and I have finally paid off our cars and reduced our debt – all achieved by refinancing our home at a lower interest rate. We no longer live week-to-week, and we no longer carry two pay-day loans. We have a clearer understanding of our finances and the steps needed to become financially secure.”

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A New Boost in Confidence

senior women small

“We had done quite a bit of research into long-term financial planning, but we were still lacking the confidence to feel fully capable and competent in that area in our lives. My sister and I attended a Financial Planning Day in Metro Washington, DC and found it immensely helpful. We have gained the confidence we need to save our money responsibly and effectively.”

Learn more about Financial Planning Days in your area.

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Why I Give


Bob Oros, HD Vest Investment Services

$250,000 Plus Donors