Posts by webteam
You Can Save, But You Can Also Teach
Remember when going to the movies was not as expensive as it is today? For example, I remember going to the movies as a teenager and spending $5 total (for…
Read MoreProtecting Your Assets
What an incredible story of defiance and carelessness. On one side you have the team that can do no wrong, always plays hard and wins. Wins the right way. Yet…
Read MoreHappy Father's Day
We believe that financial wealth is important. We also believe that family and relationships are a different type of wealth that is as or even more important. Whether you are…
Read MoreAll About a Game Plan
Doing what's right for the client
Not just a slogan, it’s truly what we believe in. Often times people that I talk to ask me: “Steve, I am already working with a Financial Adviser, why should…
Read MoreClose But No Cigar – A Different View
Thanksgiving Message Part 2: Changing an O to an E Can Solve So Much
On a personal note, I want to share a quick story on how changing an “O” to and “E” can solve so much so quickly. I am lucky enough to…
Read MoreMore Gratitude At This Very Special Time of Year…A Thanksgiving Message
I am grateful as I look back on this year’s Thanksgiving holiday as I have the opportunity to work with amazing people, many who lead their lives through daily examples…
Read MoreA Second Opinion Can Help a Friend
Grateful on 9/11/14
Today marks the 13th anniversary of an event in our history that I look back on with reverence for those who were lost and with immense gratitude for the lives…
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