Dear Clients and Friends: It is hard to believe that 2017 has already passed the halfway mark. Seems like just a few days ago we were shivering in the cold and now we are sweltering in the heat. Of course, it will seem like a blink of the eye and we will be shivering once […]

The Certified Financial Planner Board of Standards, Inc., which is the certifying authority for CERTIFIED FINANCIAL PLANNERTM professionals and the CFP® designation, offers a great article about How to Choose a Financial Advisor. As a long time CFP® certificant who wholeheartedly supports the value of transparency, we want to provide a simple tool for you […]