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From The President’s Desk

From The President’s Desk
...because I've been knocked from my chair! When the ladies approached (nice word... politically correct... safe!) me to take over the newsletter this quarter, I gallantly abdicated my throne and put it in their hands. Working with both men and women all these years has given me a very healthy respect for both sexes and…
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From The President's Desk, Newsletter
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From The President’s Desk

I'VE BEEN WRITING ARTICLES FOR OUR newsletter since 2001, with the express purpose of educating our client's about any and all issues related to financial and estate planning. My self-proclaimed style of writing is "where real life meets financial planning" and coined the phrase due to the thousands of people I've met in my professional…
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From The President's Desk, Newsletter
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