|Sound, visionary stewardship|
February is a fun month, with some silly holidays.
Earlier this month, we celebrated Groundhog Day with a mailing (yep, via the USPS!). It asked people if their lives felt more like the movie than a celebration of Punxsutawney Phil.
Will you let this year be a repeat of those same old financial resolutions and goals? If you are looking for a straightforward approach to fee-only advice, we can help you take the steps to solve them and make this year different from the past.
Today, we celebrate Valentine's Day. It's a day to remember those we love, respect and appreciate. We are so grateful to YOU, our newsletter readers! Thank you!
Have you checked out our new brochure yet?