TD Ameritrade National LINC Conference 2017

June 2017- Sandy attends the TD Ameritrade National Elite LINC conference in Tamaya, New Mexico.

Ebook: Tips for Planning a Successful Retirement

Check out our new Ebook! In it you will find some valuable tips and guidance for retirement planning from our CERTIFIED FINANCIAL PLANNERS^®.

Tips_to_Planning_a_Successful_Retirement.pdf

National Ice Cream Month Celebration

Thanks to all of our clients who came out to help us celebrate National Ice Cream month!

Here's Sandy, Melani, Carol, Samantha and Erin having a little fun at the event.

Congratulations Melani!

We are pleased to announce that Melani has earned her Registered Paraplanner^SM designation. The coursework she completed has given her the financial knowledge necessary to assist our CERTIFIED FINANCIAL PLANNERS^TM in constructing financial plans for our clients. She will work closely with our advisors and is a valuable member of our financial planning team.