By now, if you're reading this, you probably know who we are. But do you know what we actually do? Aside from having “Financial” in our name, how do we help people? Here’s a quick breakdown of our services and why they should or could be important to you: Retirement Planning – Many Americans are not as prepared for retirement as they might like to be, or actually need to be. What does your retirement look like financially? Where will your income come from? What about your he

If there is one rule more important than any other when it comes to legacy planning, it is this:

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

Money mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be catastrophic. A retiree’s ability to replenish savings is usually greatly diminished, since they are no longer generating income from a job. Luckily, you can learn from the experiences of others and avoid some of the more common mistakes. 1. Not Changing Lifestyle After Retirement Among the biggest mistakes retirees make is not adjusting their exp