Start an Emergency Savings Fund

Start an Emergency Savings Fund

January 5, 2022

Imagine this: It’s 97 degrees outside and your air conditioner dies. It’s going to be $5,000 for a new unit. Do you know how you will pay for this? Sounds…

Building a Home? 5 Things to Know

Building a Home? 5 Things to Know

January 5, 2022

If you’re building a home from the ground up, you need financing for the construction phase and homeownership phase. The loans serve two different purposes but can get confusing and…

Benefits of a Budget

Benefits of a Budget

January 5, 2022

A budget is one of the most important financial tools. Budgeting is a very personal exercise, and you will always be the best person to create your budget because no…

Hidden Fees on your Investment Account

Hidden Fees on your Investment Account

How to spot fees

September 29, 2021

The wealth management industry has a dark side: Fees. Many advisors only focus on your rate of return but what you don't know is that hidden fees could be quietly…

Get a second opinion with a Health Check

Get a second opinion with a Health Check

September 29, 2021

Our complimentary health check is a deep dive and summary of your existing investment portfolio. Given that the market historically goes up, you may be happy with your current returns.…

Excessive fees on your investment account

Excessive fees on your investment account

Spot Hidden Fees

September 29, 2021

Learn how to spot hidden fees The wealth management industry has a dark side: Fees. Many advisors only focus on your rate of return but what you don't know is…