Living Longer, Healthier, and Happier

  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

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Past, Present and Future

by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and

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Having “The Talk” with Loved Ones

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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