Your Insights

Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

10 Young Advisors To Watch

Andrew Sivertsen, CFP® Named One of FA Magazine’s 10 Young Advisors To Watch May 1, 2017 – FA Magazine recently named Andrew Sivertsen, CFP® as one

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The Reality of Models

Checking the weather? Looking at a map of the world to plan your next vacation? Guess what—you’re using a model. While models can be useful for

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What is the Cure for Financial Misbehaving?

By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry

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