Purpose Financial Planning

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In today's environment, it simply makes sense to use today's innovative software and collaboration to access the right solutions for your goals. Without being restricted to use a particular company's products or being bogged down with sales quotas or the bureaucracy that can occur with larger institutions, focus can be put on adding ways to increase value for our clients. Dan Kaibel, the founder, became a Certified Financial Planner (CFP®) in 2002 and has enjoyed serving clients in the financial services industry for over thirty years.