“Trust is earned, not given and our team works everyday to earn our client’s trust.”

Quarterly Considerations 12/31/2018


Breaking Records Employers are contributing an average of 5.1% of pay to 401(k)s, the highest level ever recorded in PSCA’s annual survey. Combined with an average participant savings rate of 7.1% in the survey, total savings rates are now more than 12%.


Let Us Be Your Guide – The 2019 Financial Planning Guide is now available! Download your copy today from our website for helpful tips regarding retirement planning, college planning and many other holistic financial planning topics.

Tidy Your EstateAre you taking on the January purge? Consider reviewing your estate plan, especially if you experienced major life changes since the estate plan was last updated. Good initial steps include reviewing the beneficiaries of your 401(k)s, IRAs, and life insurance policies.

We Are Here Do you receive questions about investing or financial planning from family, friends, colleagues or your network? Please feel free to direct any connections to us for an initial consultation.

Read more…

Contact Us