A COVID-19-free blog post

A COVID-19-free blog post

Are you a little exhausted by all the emails, news articles, and notifications surrounding COVID-19?  Us, too.  Side note:  Were you surprised to find out how many company email lists you are actually on? Thus, we give you a 100% COVID-19-free blog post, with fun...
Risk, control & the small business 401k

Risk, control & the small business 401k

My first job out of college in the Internal Audit Department at Sprint didn’t initially seem like the ideal job I’d envisioned.  I’d had dreams of high-finance or Wall Street, but to my pleasant surprise, I quickly realized that I had stumbled into an awesome learning...
529 Savings – Not just for your kids

529 Savings – Not just for your kids

As the Baby Boomers begin to enter (or think about) retirement, most of them won’t be content to sit in the easy chair and watch the television all day.   Many are choosing a more active retirement, full of travel, finding new hobbies or learning something new.  For...
Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.
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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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