Making better choices
is not always this easy

 

Values

  • we believe our clients are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.

 

How to Spend Your Annual Bonus: Don’t!

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With the year coming to a speedy end, we thought it would be wise to share some tips on how to spend your bonus this year. Spoiler alert – we don’t want you to spend it at all. Instead, we want you to use it in ways that will help you reach your goals.

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Posted by Gary Walker on Tuesday, November 15, 2022 Views: 55


Why You Need a Financial Advisor to Help You Plan for Retirement

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Although there are countless benefits of working with a financial planner, we are going to look at four that stand out, especially when it comes to retirement planning.

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Posted by Gary Walker on Friday, October 28, 2022 Views: 135


Is it Too Late to Start Saving for Retirement?

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We often get asked “how late is too late to start saving for retirement?” The simple answer is that it’s never too late. No matter how late you start saving, or how much you save, every bit counts towards a more comfortable retirement.

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Posted by Gary Walker on Wednesday, October 12, 2022 Views: 212