News and Commentary

Founding Members

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We have dedicated this page to our dear friend and former colleague, Joe Watson.

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We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

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We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

June 04, 2025

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Financial Planning: Bringing Stability—and Possibility—to Your Life

Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.

May 01, 2025

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Leveraging Annuities During Market Uncertainty

Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.

April 01, 2025

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Three Strategies to Navigate Market Volatility

The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.