Colton recently joined us full-time as our newest Client Service Associate after completing our internship program. Colton works directly with our clients, assisting them with account maintenance, including onboarding them to our Continuous Service and assisting our Advisors with financial…
What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As a father of four kids, this is a gift I…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. It doesn’t get much more stressful than preparing your child for college. From the testing and forms to the outrageous tuition prices,…
The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world. The full text reads: At this…
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for the fall. There is one store in the area we…
Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program. I knew early on that her ability to complete projects with tidy to-do lists and strong attention…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat healthy, work out every day, sleep eight hours – but…
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and solving math problems, until a few years ago there was…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how…
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally been pre-tax. In other words, you take a tax deduction…
Your financial fitness is a new metric designed by Financial Symmetry to help you better understand where you are with your finances, and how you can improve your situation. Our new ebook “6 Foundations of Financial Fitness” offers 6 articles that will put you on the right track toward financial health.