1985:

• Center for Financial Planning, Inc. is formed by Dan Boyce, Marilyn Gunther, and Estelle Wade.

• The foundation of the practice would be based upon the financial planning process. Financial plans would be comprehensive in nature – encompassing every aspect of a client’s financial life and well-being. The Center’s primary focus would be to help clients achieve their financial goals through developing long-term relationships and monitoring their progress through the years.