04/02/2026
Happy Easter!
Our purpose is to make a difference in the financial lives of our clients We believe in the power of individual choice coupled with caring independent counsel.
After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, it may too often feel like a choice is made by people who don't know you, driven by sales quotas from the financial professional helping you. Here’s what we believe is the right way to do business:
Care for our clients in the way we would want for ourselves. Mark Ph
04/02/2026
Happy Easter!
12/24/2025
Merry Christmas and a Joyful New Year!
11/26/2025
Happy Thanksgiving!
11/11/2025
Happy Veterans Day!
10/31/2025
Have a Happy and Safe Halloween!
09/18/2025
Social Security payments go electronic.
Social Security payments, federal benefits to go electronic this month as paper checks are phased out The move is aimed at preventing fraud and reducing spending, according to the Trump administration.
09/04/2025
Managing the cost of your children's wedding.
How to Manage the Cost of Your Child's Wedding As the price of getting married soars, footing the bill is becoming a true family affair.
08/29/2025
Happy Labor Day Weekend!
08/07/2025
Travel scams what to watch out for.
Watch Out for These Travel Scams This Summer These travel scams are easy to fall for and could wreck your summer.
06/05/2025
How to maximize College savings with the 529 Grandparent loophole!
Use the 529 Grandparent Loophole to Maximize College Savings The 529 grandparent loophole can fund a grandchild’s education without impacting their financial aid eligibility.
05/08/2025
Things to know if working while getting Social Security.
7 Things to Know About Working While Getting Social Security If you claim benefits early, income from work can reduce your monthly payments