Happy Thanksgiving!

Wishing everyone a happy, safe and blessed Thanksgiving Day!

Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. Provided by Christian H. DePaul, CFP The end of a year makes us think about last-minute things we need to address and good habits we … Read More

Comprehensive Financial Planning: What It Is, Why It Matters

Your approach to building wealth should be built around your goals & values.  Provided by Christian H. DePaul, CFP    Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read … Read More