Lisa commenting on “Stop Counting Other People’s Money” - article by Liz Weston
August 15, 2017
Link to article (via The Washington Post):
Lisa was recently quoted in a syndicated article talking about how people compare themselves, their lifestyles and spending with others. ... Read More
Please enjoy our July 2017 Newsletter-Retirement or Financial Freedom!
July 28, 2017
Here is our 3rd quarter newsletter for 2017! Our lead article focuses on the difference between retiring and financial freedom and planning for a meaningful ... Read More
Updated ADV
May 31, 2017
Hello,
Below you can find our updated Form ADV, which now includes Jared as an Associate Financial Advisor at our firm. You can download a copy as ... Read More
Check out our April 2017 Newsletter: Simplicity
April 24, 2017
Please check out our April 2017 newsletter focused on simplifying your life! In a world filled with an onslaught of emails, Facebook posts, and competing ... Read More
2017 Annual Form ADV Part 2 Document Available NOW
March 31, 2017
Per the requirement of our regulators, we have available our latest Form ADV Part 2 for review. Enjoy the "light" reading, and feel free to ... Read More
