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Financial advisors are more than calculators handling your investments, they are people.  Our blog is way for us to express what kind of people we are.  While we often focus on industry trends and financial education, don't be surprised if you come across a favorite recipe or "life hack".  After all, we are human too.  


Tuesday, January 28, 2020

Identity Theft is a growing concern in our nation. The reports consistently rank among the top consumer complaints made to the Federal Trade Commission and affect millions of Americans. Financial losses in the United States are...


Tuesday, January 7, 2020

The New Year brings new hopes and dreams for a better you. We are looking to enhance our lives in many ways. We are thinking about better health & fitness, becoming more organized and...