Improving lives through sound financial planning.

Most Recent Posts

Leading During Challenging Times

By Robert W. Tull | September 15, 2021

So, what do the pandemic of 2020 and 9/11 have in common? Both were periods of time that I served as Chairman of Chesapeake Hospital Authority and President of The Rotary Club of Chesapeake, respectively. The video of two passenger planes flying into the Twin Towers of the World Trade Center resulted in enormous fear […]

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Finding a Co-Pilot for Your Financial Flight Path

By Robert W. Tull | April 2, 2021

In the majority of our retirement planning meetings with financial planning services clients, we will refer to projecting one’s financial “flight path” as it pertains to developing a successful retirement plan. One of my college professors would often say to us, “if you don’t know where you are going, any road will get you there.” […]

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