What does retirement mean to you? It’s important to ask this question because if we don’t know what it really means to us, we won’t know how to plan for…
If you’re in your 30s, or 40s, you’ve probably thought about how to set yourself up for future financial success while balancing the demands of today—paying off debt, saving for…
Welcome to Our New Website! First off, we’re so glad you found us. Whether you stumbled upon our site by chance or were looking for professional advice on navigating retirement,…
I hope that each of you had a wonderful first half of 2024. Kel and I had the opportunity to celebrate the 4th of July with Ross, Reid, Cole, and Parker…
Happy New Year! 2023 was an exciting year for us. We celebrated our 50th year in business, made the decision to team up with a new RIA out of the…
Enjoy the Moment! My youngest son Parker and I had an opportunity recently to go to Nashville and enjoy a weekend together. We were meeting some friends to go skiing…