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26Apr 2016

Thomas M. Geier, CPA, CFP®, PFS Most people tend to approach their retirement years with a view towards a time of less stress, relaxed living, and no major worries. However, actual experience usually proves that life after a career can still be complicated. A sound financial plan and smart investing many have prepared you financially […]

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20Jun 2015

Written by Erich M. Imphong, CFP® As financial planners, we are constantly helping others identify, save and invest towards their goals. And over time we have identified a checklist that is fitting for most people as they progress through their careers, grow families, and plow through the bumps and hurdles along life’s journey. Financial planning […]

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24Apr 2013

A Little Goes a Long Way Sometimes it is difficult to visualize or imagine something little having a large impact. That very mentality oftentimes keeps us from implementing strategies that can help us reach our own financial freedom.Instead, we may find ourselves overwhelmed, procrastinating, and trying to justify doing nothing as a result of this […]

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