January 5, 2021

No one could have foreseen the events of 2020. The pandemic, fires, fire tornadoes, hurricanes, protests, and the election dominated headlines. So did Tiger King, toilet paper shortages, major events held over Zoom, and everyday heroes.

Here are some of the best lessons we can take away from 2020.

December 16, 2020

A CFP® professional holds an expertise in financial and investment planning. Only 28% of financial advisors in the United States are CFP® professionals.

This helpful guide will share why working with a CFP® professionals is important.

December 10, 2020






A fee-only financial advisor is compensated only by clients. There are no hidden fees, including commissions for product sales or referrals.

This helpful guide will share why working with a fee-only financial advisor is important.

December 5, 2020

A fiduciary financial advisor is required to act in your best interest… but not all financial advisors serve as a fiduciary.

This helpful guide will share why working with a fiduciary is important and how to know if a financial advisor is a fiduciary.