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Welsh Hills Financial is a fee-only financial planning firm founded by Elizabeth Caldwell, CFP, in 1994. The company provides holistic financial planning services, helping clients achieve their financial goals and dreams. Elizabeth works with individuals to understand their financial needs and develops personalized plans to maximize their net worth and peace of mind. She is committed to staying ahead of the field through continuous education and professional development. The firm's services include investment management, retirement planning, and tax planning, among others.