We understand your need to control your financial destiny.
Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
We are thankful for your continued support and for receiving our guidance and advice on investing and “LIVING LIFE” financial planning during the last year – a year which could either be characterized as a “tragedy” or a “miracle”. Whatever your perspective, 2020 offered BIG surprise (global pandemic, lockdown; or the financial market response to […]
In 1967 Ford unveiled a “see the light” marketing campaign for its new Mustang. That campaign utilized a light bulb which was turned on to illuminate the room with the new Mustang model. This symbolized how seeing something in a new light can result in an epiphany moment – the message: “Ford has a better […]
The Energizer Bunny is the marketing icon and mascot of Energizer brand batteries in North America. It is a pink mechanical toy rabbit wearing sunglasses and blue and black striped flip-flops that beats a bass drum bearing the Energizer logo. The Energizer Bunny advertising tagline is brilliant, “Keeps going and going…” When used as a […]
Many are asking, “what’s next?” given election stress is ending. Let’s start with a true story. Kati Metro, 74, was hiking near Phoenix, Arizona when she fell, injuring her face, wrist, and hip. Rescue workers arrived by helicopter, and strapped her to a stretcher. Unfortunately, fierce winds caused one of the lines – intended to […]