A couple of weeks ago, I received two texts. I didn’t look at these, since I was in a meeting with a client, but then my phone rang. Seeing it …
Staying Connected
Many clients worry about "taking up too much of our time." Please don't! We value our relationships and see you as a partner in working toward your …
Why We Work as a Team on Your Accounts
Traditional financial advisors often work independently, with one representative managing several accounts. However, we follow a different approach. …
Continue Reading about Why We Work as a Team on Your Accounts
Protect Yourself from Financial Abuse
As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing …
Continue Reading about Protect Yourself from Financial Abuse
Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: "Will your traditional IRA cost you thousands in taxes?" The financial planner asking this question suggested …
Continue Reading about Think Twice before Converting Your IRA to a ROTH
Market Turbulence
For those of you accustomed to flying in the Midwest, you know that turbulence can happen during any flight. You don’t know when it’s going to happen, …
