Thankful

Thankful

We hope that you had a wonderful Thanksgiving surrounded by friends, family, and football. Maybe you even bought a thing or two on Black Friday?...

read more
46 Years?

46 Years?

[THE BAD] On January 3rd, the S&P 500 hit a yearly high of 4,796.64 On October 13th, the S&P 500 hit a yearly low of 3,491.59 A drop of...

read more
It Is ALL Noise

It Is ALL Noise

It Is ALL Noise It is difficult to be a long-term, goal-focused, plan-driven investor if you have access to television, the internet, or email. We...

read more
What Is Financial Planning?

What Is Financial Planning?

What is financial planning all about? We (Nic & Jeff) are goal-focused, planning-driven, long-term equity investment advisors. We are here to...

read more
Risk & Return…

Risk & Return…

Is it possible that we have been thinking about risk & return our entire life incorrectly?   Higher risk equals higher return.   Lower risk...

read more

Categories

Insights

Investments

Life Insurance

Retirement Funding

Roth IRA

FREE STUFF

financial fortress blueprint
Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

Success! Check your email inbox for next steps!

We’ve Prepared Your Guide For You…

…Just Tell Us Where To Send It

Success! Check your email inbox for next steps!

Pin It on Pinterest

SCHEDULE A CALL