Blog

Pass the salt please....

Jeff Newburn | Monday, October 1, 2018

Earlier this month, we offered our first Wealth and Wellbeing event…a cooking class. Why would a financial planning firm hold a cooking class? It has everything to do with who we are and how we see our role in helping clients...

When to Self-Insure

Thursday, August 3, 2017

One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions. Some risks can be transferred to an insurance company (such as auto or homeowners), while...