Our New Website is Live!

/ By: Katherine Hicks

Category:

Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family's and client’s future. With that purpose, we are pleased to announce the...

Read more »

American Academy Mentioned in Money Magazine

/ By: Katherine Hicks

Category:

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money...

Read more »