top of page
Jumpstarting Retirement With Travel
Forward I have contemplated writing this article for a long time, and it is finally on (digital) paper. As an advisor, I’m in a unique...
Geoff Wells
May 22, 20249 min read


Creating A "Death File"
This year I will be turning 50 years old and classically this tends to be around the age when people report having mid-life crises. I...
Doug Burns
Apr 17, 20243 min read
Stock Performance After Market Highs
The S&P 500 index has recently touched all-time highs which may cause investors some trepidation when investing new money. After all, we...
Doug Burns
Apr 10, 20241 min read


bottom of page
