Feb 19, 2019
This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. Listen to one of our...
Feb 15, 2019
This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time. We get into some of our investing philosophy! Feel free to get in touch with us if you have any questions - email@example.com
Feb 12, 2019
This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.