
HomeTown Heroes
Whether you're a dedicated community volunteer, firefighter, law enforcement, EMS, hospital/medical office worker, educator, a veteran, or a different type of emergency response we want you to know that we appreciate what you do! Without you, our community would not be as incredible as it is. Ask us about our "Hometown Heroes Appreciation Program" to see what Financial Planning discounts you might be eligible for, and thank you for being you!

Volunteers
Those who have volunteered for a non-profit organization or eligible community organization within the past 12 months are eligible for the program. 10% off of a Foundational or Comprehensive financial plan per hour of verifiable volunteer time, maxing out at 100% after 10 hours!
Veterans
Those who have past or current eligible military service are eligible for 50% off Foundational or Comprehensive Financial Plans, stackable with additional volunteer hours maxing out at 100% off!
Emergency Services
EMS, Fire, Law Enforcement, Hospitals, Medical Offices, and other emergency responders are eligible for 50% off Foundational or Comprehensive Financial Plans, stackable with additional volunteer hours maxing out at 100%!
Educators
Educators are often overlooked when talking about Hometown Heroes. However, we acknowledge the challenges that many educators face and now offer 50% off Foundational or Comprehensive Financial Plans, stackable with volunteer hours maxing out at 100% off!
* The below resources are only for educational purposes and are not recommendations
General REsources
What Our Clients Say


