Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
READ MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Complimentary Services, P&A Articles, Retirement
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
READ MORE5 ways we bring clarity to our clients’ financial lives
by Jon Sevenker | Jun 4, 2015 | P&A Articles
Dan Pink, in his book, To Sell is Human, defined clarity as “the capacity to help others see their situations in fresh and more revealing ways...
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