An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
Making A Generational Impact
What is the greatest impact we can make in our lives? Is it what we do in our work, or maybe with our generosity? What about life changing help for a stranger? All of those are noble pursuits, but most people would agree that the legacy we leave our family will be the...
Living Generously
What does generosity look like to you? Is it cutting a check or giving your time? Do you see being generous as something you do once a year or is it a lifestyle? We believe that generosity takes many forms and each one leaves our world in a better situation. We also...
What’s On Your List?
“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
