News and Commentary
Founding Members

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

Gary Rooth
We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023

Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).