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Helping Families and Business Owners Understand and Improve How Their Wealth Works

What Makes Us Different?

What Makes Us Different?

With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance® through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.

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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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<a href="homepage" title="Click to hide" data-bind="visibleNoKidding: showQuickHide() &#38;&#38; showEditable(), click: quickHide"></a>Ross B. Feldman

Ross B. Feldman

 CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC

Wealth Management Advisor | President  Wholistic Wealth, LLC

As a Wealth Management Advisor and personal financial strategist, I have been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.