Happy anniversary to… us!! & we have YOU to thank!!

On Sunday, we celebrated our first year as an independent financial planning firm. We want to thank YOU for our success! When we first made our move to independence, we had a list of people we wanted to have join us as clients. The response has exceeded our goals. We are humbled and extremely thankful for the trust placed in us. We are here to serve you and your families. Please be on the lookout for a special invitation, coming soon, to join us in celebration.

Thank you again for the trust placed in us. Here is this week’s market update.

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?

CONTACT

We Support the GDA

CONTACT

We Support the GDA