Blog

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.

Continue Reading

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!

Continue Reading

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!

Continue Reading

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.

Continue Reading

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.

Continue Reading

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.

Continue Reading