It was 2 years ago, last Monday, that we made our move to independence. We are so appreciative for the response and support that we have received!
Since our move, we have grown both in staff (having both Olivia and Theresa on the team) and services we offer. The highlights include:
1. 401k benchmarking services
2. financial planning web-based system E2E Money. Streamlining the planning process for you, your family, and your team of advisors.
We do not stand still. We are constantly looking to grow and improve. If you have ideas, please share!