financial advisor

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More ways to stay connected

Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:

9 Ways to be a Great Client

We talk often on here about how we’re working to be a better financial advisor, and we applaud efforts by the Department of Labor, the SEC, and the state regulators to force higher standards of care on our industry. We’ve even given you reasons to fire your current advisor, things to be leery of when

January Coffee Club

Kick off 2017 with our first  COFFEE CLUB of the year, in person or live on our Facebook Page! We'll provide a pre-inauguration look at the incoming administration, and a preview of  where the markets and economy are starting out in 2017. Join us!

Beware the Sketchy Salesperson: 10 signs you should do business elsewhere

Nearly every investment professional built their book of business by winning their client accounts away from another advisor or firm. It’s just how the business is done, unfortunately. If you have assets, we in the financial industry will all be in competition to be the manager of those assets. Whether it’s your bank or credit