2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Key Questions for the Long-Term Investor
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some questions. Read the attached article to see how your financial advisor, using data and reasoning, can improve investors’ odds of investment success in the long run.Read More
There are five estate planning documents you may need, regardless of your age, health or wealth. By having these essential documents in place it can help you avoid probate, reduce estate taxes, avoid a mess, protect beneficiaries, and protect your assets from unforeseen creditors.Read More
The Economic Impact of the 2017 Hurricanes
The Atlantic hurricane season runs from June 1 to November 30, and for the first time in 166 years of record keeping, three Category 4 hurricanes–Harvey, Irma, and Maria–made U.S. landfalls in the same year pummeling Texas and Florida while devastating Puerto Rico. Preliminary data suggests that the combined costs of Hurricanes Harvey and Irma alone may be on par with Hurricane Katrina, the most expensive disaster in U.S. history.Read More