The Trusted Advisor

Celebrating Black History Month

Posted by Stacie Mastin on Feb 1, 2021 12:39:00 PM

February is a time to come together in celebration of the contributions that Black Americans have made throughout American history and a time to pause and reflect on the ongoing struggle for equality and social justice. The theme of Black History Month this year is, The Black Family: Representation, Identity and Diversity. As we take into consideration all that Black History Month represents, I cannot help but think about how timely and appropriate this theme is given all that our country, and specifically our Black neighbors, endured in 2020. While the year has ended, the work for racial justice continues.

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A Refresh on the SECURE Act

Posted by Susan Redsicker on Dec 21, 2020 12:42:00 PM

You may have heard that several points related to the SECURE Act of 2019 have been clarified. As your community-based financial advisors, we wanted to take a moment to bring you some of the most important pieces of the Act for your reference.

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Lessons Learned from COVID-19

Posted by Tamer N. Elshourbagy on Dec 8, 2020 12:48:00 PM

As 2020 nears an end, many of us are reflecting on both personal and professional accomplishments, challenges, and opportunities. We make similar reflections as seasoned investors to continually improve our skillset. While the following list is not inclusive, it highlights important points to remember in times of high uncertainty in the markets:

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Helping you live your best life

We work together with you to create, protect and transfer your family’s financial wealth for generations. Our vision is to be the most important trusted advisor for our clients by providing solutions which bring them peace of mind, a sense of security and help them live their best lives. Whatever services you need, for every stage of life, we are here to help


The opinions expressed and material provided are for general information only.

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