The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
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by Jon Sevenker | Apr 22, 2021 | Annuities & Insurance, P&A Articles
At P&A, we like to stay in our own lane. You won’t find us preparing taxes or doing estate planning. We don’t offer loans or sell...
READ MOREWhat you need to know about annuities
by Jon Sevenker | Jul 16, 2019 | Annuities & Insurance, P&A Articles
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold...
READ MOREConfessions of an Investment Advisor
by Jon Sevenker | Jun 14, 2017 | P&A Articles
I have a confession to make. A couple of months ago, I did something I’m not very proud of. In a moment of (youthful?) indiscretion, I told...
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