Sean Middaugh CFP®, CHS

Senior Financial Consultant

For close to two decades, I've had the privilege of guiding families through their most important financial milestones. As a CERTIFIED FINANCIAL PLANNER® professional, my focus isn't just on numbers; it's on helping you build a solid foundation so you can live your life with purpose, knowing your future is secure.

I understand the unique pressures of raising a family—from managing a mortgage and saving for college to simply planning for the unexpected. My approach is to partner with you to create a clear, realistic roadmap. We'll start by building smart savings habits, then tackle the bigger goals like securing your children's education and, most importantly, ensuring a comfortable retirement for you.

My career experience has taught me that consistent, long-term planning is the key to financial freedom. I specialize in helping families build the wealth they need to retire comfortably and confidently.

If you're ready to start planning for your family's future, please contact me to schedule a complimentary consultation today.


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