Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Share |

Related Content

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Are we Right for Each Other?

We value our relationships with our clients. We want to focus our attention and resources on you
without compromising the quality of our services. So, we are selective when we establish new client relationships. We find that our clients generally share these characteristics:

They understand the value of working with a financial advisor – someone with whom they can
develop a dynamic relationship to build and preserve wealth.

They appreciate our highly personalized approach to organizing, planning, and succeeding.
They are goal driven and are willing to work with us to fulfill those goals.
They are passionate about their lives and are people with whom we enjoy spending time.
They are compassionate individuals who believe in making a difference in the lives of others.