(888) 333 6986
Client Login 
How to Save on Your Taxes
by Michelle Maton, CFP® & Rob Baner, CPA It is the biggest tax overall in nearly a generation. The Tax more
Past, Present and Future
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so more
Having “The Talk” with Loved Ones
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how more
Finance 101: Four Essentials for College Students and Parents
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with more
Five Things to Consider Before Buying Your First Home
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read more
Days of Necessity
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone more
Quarterly Market Review – Q3 2018
This report features world capital market performance and a timeline of events for the past quarter. It begins with a more
Cash Course: Free credit freezes now in effect can help protect against identity theft
Planning Center Partner/Sr. Financial Planner Andrew Sivertsen, CFP®, CeFT® discusses how free credit freezes can protect people against identity theft. more
13 Tried and Tested Management Tips
There’s more to being manager than a bigger salary. And it’s important that businesses take the time to train their more
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
Senior Financial Planner Jude Boudreaux, CFP(r) discusses realistic ways to approach retirement with Sarah Ravits of The Gambit. Read whole more