Broker Check


What’s on our mind? You can read about it in our blog. We’re glad to have you reading along.


Wednesday, July 1, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...


Monday, June 1, 2020

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being financially...


Friday, May 1, 2020

Rolling over the assets in your workplace retirement plan to an IRA can be a great move. IRAs typically offer more investment choices while allowing you to continue accumulating earnings on a tax-deferred basis. However, making a...


Wednesday, April 1, 2020

Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial...


Wednesday, February 12, 2020

You may have read in the news about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that went into effect on January 1, 2020 and wondered if it will affect your retirement accounts. This Act makes some very...


Show All

Tuesday, December 31, 2019

Just like so many who commit to exercise and dieting as a New Year’s resolution, it’s also a good idea to take stock of your financial situation and add some fiscal goals. Taking a good look into your overall savings plan,...


Monday, November 18, 2019

Choosing an executor to your estate can be tricky. Here are some things to consider while working through the details.


Tuesday, December 4, 2018

With the holidays approaching, it is likely you are searching for the perfect gifts for the special people in your life. Even more likely, you are spending more money than you normally do throughout the year. I’m here to remind...


Wednesday, November 14, 2018

With the great success our business has had over the past six years, expanding our team was only necessary. I saw what Landon had to offer and thought he'd be great for the position and for our business.


Monday, May 21, 2018

No matter where you are in your retirement planning journey, it's a good idea to check in on your 401(k) account from time to time. Ask yourself these questions to see if it's time for a review.


Thursday, April 5, 2018

We’re nearing the end of tax season *cue sigh of relief*. You may have already received your tax returns, or they may still be on their way. So, now what?


Wednesday, December 9, 2015

December is a great time of the year to talk to your financial advisor about possibly converting Traditional IRA dollars to Roth IRA. The strategy that we use is to talk with your CPA or tax preparer and do a mock tax return to see if...