Planning matters

Open House News


2020 has been an interesting year!

We settled into our new building in January

Focused on open house party planning in February

COVID-19 came to the forefront of our lives in March and April

Now here in May, we announce the cancellation of our June 4 Open House


The safety of our teams, clients and community members remain our top priority, and until we know it is safe to do so, in-person meetings and festivities are postponed.

We’re still here and available to respond to your emails, chat through your questions, meet via virtual options and help make your financial goals a reality.

A bit of a sneak peek at our new offices:



And something very special on the 4th floor that we can’t wait to share!

Stay tuned to learn more about the opportunities our new space offers you, our business and the community.

Written By Johnson Bixby