Planning Matters.

Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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National Parks: Don’t Wait to Get Your Senior Pass!

Do you have someone in your life 62 or older? Of course, we all do! Don’t let them miss out on a lifetime deal that is soon to change. Olympic, Crater Lake, Yosemite, Glacier and the Grand Canyon; some of the most beautiful places in the world.

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Saving on Your Spending

Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you.

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It’s Award Season!

We’re not talking about the Oscars or the Grammys, but the time of year when families start finding out if they’re eligible for financial aid. Award letters can be perplexing due to lack of standardization and confusing terminology. If you or your student receives an award letter this spring, here are some pointers about how…

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Weddings: To Pay or Not to Pay?

A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!

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