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...
A tax-advantaged NUA-nce

A tax-advantaged NUA-nce

You are probably well aware there are many acronyms in the financial industry and the world as a whole.  While most of these aren’t worth remembering, after reading Trey’s article “SIPC or ROTFL, which is your favorite acronym?” you’ll know about SIPC.   In this...

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 fight for your best interests day in and day out. Our approach results in shared success.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

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