Get Started


Latest Posts

Latest Posts

Year End Charitable Giving Opportunities

An opportunity for you to give & save. As 2014 ends, you may be considering making one or more charitable gifts. In most instances, they are tax-deductible with benefits for the donor as well as the recipient. As you make any charitable gift, keep three things in mind. One, the organization must be a qualified… Read More

advice ahead

Why Do Investors Prefer Independent Financial Advisors?

Why People Want Independent Financial Advisors In some cases, “independent” is better. Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial professional who is candid, trustworthy and thoroughly educated, and who provides personalized financial consulting for each client.… Read More