Blog

The week of limbo between Christmas and New Year’s is a time of reflection.  Think about what you accomplished in 2017.  Also, what didn’t you

Thanksgiving may be the time we verbalize our gratitude, but my gratitude for you is something I reflect on every day. Part of my morning

The year was 2005 and the light bulb had gone off  – I was pretty, kinda, almost positive that my destiny laid in financial planning. 

Your very first Financial Zen Performance Report is ready!      Login to your client portal, and look under “Performance Reports” in your Vault.   They

Last week marked the 30th anniversary of Black Monday – October 19, 1987 – when the market crashed 23% in a single day .  In

My clients and I develop close, personal relationships.   Helping people send their kids to college, buy their first home, and retire is a very intimate

If you read last week’s post you know more than 90% of the American public – not all “financial advisors” are the same.  Quick recap – there’s

You’ll want to read this for two reasons: 1) it directly impacts you and 2) understanding it will make you sound smarter than all your

When was the last time you looked under the hood of your car? If you haven’t recently, you should.  It will give you a tremendous

Mike’s a good guy.  He likes helping people.  He’s been a financial advisor for over 25 years.  Mike’s also an old coworker from Wells Fargo.