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How is Your Financial Health?
Your financial health is akin to your physical health—there are two ways you can go about managing it. Most people wait until something isn’t quite right or something needs attention.[…]
Read moreAre You Taking Your Financial Supplements?
Recently I was speaking with a client about how important it is to take preventative measures in regard to health – eating right, exercising, and taking the right supplements. People[…]
Read moreAre Guarantees Enough?
The word “guarantee” most often breeds two responses— Sigh of relief…Safety Is this too good to be true??? I think it’s safe to say that anyone facing imminent retirement today[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.