Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
Recent weeks have seen some extraordinary moves in the financial markets as the world reacts to the spread of COVID-19 and the potential economic fallout. Please know that, as always, we are closely monitoring current news, economic data and industry trends as they develop and are committed to supporting you through whatever may transpire.
We are understandably neither accepting nor scheduling in-person appointments in order to ensure the safety of our staff. Instead, we are actively conducting meetings via Zoom which allows for face-to-face contact and simple screen sharing capabilities. We can also be reached via phone or email so please do not hesitate to contact us any time, for any reason.
Please keep yourselves safe through this uncertain time and heed all warnings from your local authorities to ensure the health of you and your family.
"The Great Mountain - B&W" by ronWLS is licensed under CC BY-NC 2.0
Be true fiduciaries - always put the client's best interests first, period.
Be open and forthcoming in everything you do, trust is earned.
Avoid unnecessary complexity, keep things simple and understandable.
Minimize investment expenses to allow the magic of compounding to work.
Focus energy on what can both be controlled and what matters, the rest is noise.
Create a barrier between emotions and big decisions - respond, don't react.
In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.
Join our mailing list and get news and info to support your financial goals.