A Message from the Owners
"This is the year I'm going to _____________________"
Admit it. The above words have been spoken by you at some point or another in your life. You might have ended the statement with such things as:
- Eat better
- Lose weight
What You Should Know About the Senior Safe Act
Financial scams in the elderly community are an epidemic. It’s long been a target for the greedy and remorseless, and the digital age has opened up an entirely new and more dangerous world of fraud and deception. Even the most financially savvy seniors can fall prey.
Welcome Our Newest Team Member, Dylan
We’re happy to announce Dylan Howell as the newest member of our team. He’ll be helping Lisa with investment accounts as he works toward his Series 65 certification for investment advising with the ultimate goal of becoming our first Certified Financial Planner (CFP).
Working for you, not an insurance company!