Delivering
Financial
Peace of Mind

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.

Our Publications

Game point! – Nvest Nsights Q2 ’24 Newsletter

Click here for a Printer Friendly PDF which also includes benchmarking and data on investments widely utilized in our current tactical strategies. Game Point! | Steve Henderly, CFA Tennis great Roger Federer won nearly 80% of the 1,526 singles matches he played over his career.  Yet you might be surprised to learn that he won […]

Declaration of Financial Independence

Declaration of Financial Independence | Jordan Ranly, MBA Happy Independence Day – a day synonymous with our nation’s freedom from foreign rule. Might this be an opportune moment to declare your financial independence? Similar to how our nation’s founders envisioned a future of opportunity to better control our own destiny, LIVING LIFE financial planning empowers […]

The Cushion of the Sea – June 2024 Commentary

A number of years ago, a submarine being tested was submerged for several hours.  Upon returning to the harbor, the captain was asked, “How did that terrible storm last night affect you?”  Surprised, the captain exclaimed, “Storm?  We didn’t even know there was one!”  The submarine was so far beneath the surface that it reached […]

Goldilocks in Trouble? Or Just April Showers? – May 2024 Commentary

What child doesn’t know the story of “Goldilocks and the Three Bears”? In the classic fairytale, Goldilocks explores the home of three Bears who are out for a walk. In the story, Goldilocks created some problems for the Bear family; breaking a chair, sampling and eating all of another bears’ breakfast. She is ultimately found […]

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2006

Year Founded

40+

Years of Experience

100%

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