People generally begin the search for financial planning services for one of two reasons. Either they have amassed a certain amount of wealth and they’re not sure how to best grow and maintain it, or they want to figure out how to create and save more wealth. The goals behind these two reasons, however, vary […]
Having recently returned from a Financial Planners Association Conference in Minneapolis, where the temperature was already hitting the freezing mark, I quickly remembered why I like living in Hampton Roads. I love the changing seasons where we can experience some snow in the winter with just a three-hour drive to ski resorts or the heat […]
We are often asked by first-time callers to our office if we are a “Fiduciary.” It seems like the word is all over the news these days, but what exactly does it mean? In a nutshell, a fiduciary is a person or organization who is ethically bound to put a client’s best interests first at […]
