Peace of Mind Through Estate Planning
When was the last time you updated or reviewed your estate plan? Perhaps more importantly—do you have an estate plan that includes all the necessary documents and covers all your bases? If not, you’re not alone. In 2021, only 44% of adults aged 55 and older have an estate plan.1
What We Do and How We Can Help
Your life is in constant motion. And, as your life situation changes, your goals may change or you may experience a transition that forces you to take action. Your financial plan should reflect your life. Financial planning is not a one-and-done deal but, rather, a long-term relationship that helps you take control of your future by providing ongoing support and advice.
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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Snapshot Of An eMoney Client Portal
When you look at your overall financial picture, what do you see? Do you have a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or do you have a 401(k) here, an IRA there, a Brokerage Account somewhere else? Do you remember why you purchased certain products or opened particular accounts, or is your financial plan all over the place?
The 5 Most Common Divorce Settlement Mistakes We See As Financial Advisors
Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Read on to discover these common mistakes so you’re better prepared to avoid them and proceed more smoothly into your next stage of life.
Do You Know Someone Who Needs Our Financial Guidance?
Life, even in a normal time, is full of change. Then we have a year like the one we just walked through! After months of our lives being turned upside down by COVID-19, change and uncertainty have become the norm. Some states and counties are still pretty locked down, while others have reopened. Some schools are open to in-person instruction, while others are providing distance learning. To say this is a stressful and confusing time is an understatement!
Follow Me On Social Media!
Did you know my firm and I are on social media? We know that many of you probably prefer to get information from and interact with companies through social media, so we created our pages just for you!
My Top 3 Financial Lessons
After 25 years as a financial advisor, I’ve learned a few things about creating a successful financial plan and mindset. Here are my three top financial lessons.
Why I Became A Financial Advisor
There’s no better way to choose a career than by gaining unexpected, first-hand experience that opens your eyes to how many people need the help you could offer. That’s my story at least. Out of tragedy came a passion and a commitment that has led me to where I am today.
What Do The Election Results Mean For Your Portfolio?
Now that the election has been decided, let’s take a look at how much power a President has over the economy, and what you can do about it all.