Our clients are our top priority! In an effort to continually improve the services we offer, we'd like your feedback. Please take our brief 2016 Client Satisfaction Survey, evaluating us on a scale of 0-10 with 10 being the highest. We appreciate your feedback and look forward to implementing your suggestions!
Have you wondered how Social Security will affect your overall financial plan? Although the federal government created Social Security during the Great Depression as a retirement safety net, benefits now cover an estimated 96% of Americans, which is why it’s important to understand the basics of the program and devise strategies to tie your benefits into your retirement plan.
Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or, even worse, fall through the cracks. Creating customized investment and wealth management solutions requires a significant amount of coordination.
After a tumultuous start to 2016, major domestic stock indexes continued to stabilize during the early part of May. Thankfully, there were no new negative developments in China and oil prices increased slightly. Investors did not exactly “sell in May and go away” – a common stock market saying. In fact, the S&P 500 gained 1.53% last month.