Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
You Deserve a unique Financial Strategy
Every individual is unique, and so should be your financial strategy. Given the diversity in careers, life paths, and goals, personalized financial advice is essential. We aim to simplify complex financial concepts and provide a level of service that is exceptional in the financial industry.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Jeffrey Staley, CFP®, APMA™
Wealth Advisor
John Nixon
Wealth Advisor
Meghan Pettry
Practice Manager
Melodi Irving
Client Service Specialist