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Our Two Cents

The financial planning landscape can be pretty confusing.  Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it.  I believe in transparency and always acting in the best interests of my clients. 

A "Message to Garcia" and Its Impact on My Career Thumbnail

A "Message to Garcia" and Its Impact on My Career

I had no idea what ‘Message to Garcia’ was. But after a while, I just started associating that phrase with finishing the task at hand. More importantly, finishing the task at hand with the resources at your disposal. The Marines have a very similar motto: “Improvise, adapt, and overcome.”

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5 Benefits of a Reverse Mortgage Thumbnail

5 Benefits of a Reverse Mortgage

There are many benefits to a reverse mortgage. However, it is still a significant decision, and worth serious consideration. Fortunately, there are professionals who specialize in reverse mortgages.

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