We hear your questions!


Our three companies work in conjunction with one another to educate our clients and provide them with the best answers or solutions to their problem. We'll be taking our most frequently asked questions and breaking them down in a blog format.


Author: Russell C. Lindsay
March 8, 2017

Over the years I’ve had many opportunities to sit down with families and small business owners and learn about the important plans for their future. Some of the things I hear are leaving a legacy to their family, taking care of a family member who might not be able to take care of themselves, protecting the business if something happens unexpectedly, leaving a bequest to a favorite charity, and many other goals specific to their situations. You are not alone, there are a lot of things to consider and think about.

Author: Russell C. Lindsay
February 8, 2017

Have you ever considered hiring a financial advisor? Thought, is hiring a financial advisor a luxury or a necessity? Or what about, if I have to pay a financial advisor for their work, will it really benefit me or the advisor? And then decided, why should I not just manage my own investments?

Author: Adam T. Hughes
February 7, 2017

Have you ever came across an investment firm that relies on software planning tools rather than advice from a personal advisor? If so, you may have experienced, without even knowing it, what it’s like to work with a robo-advisor.

Author: Kristine Goebel
January 18, 2017

It’s about to get real, folks! We’ve all been there. Whether you were the gossip, were gossiped about or heard it at the water cooler, you all know what I’m talking about. I have the privilege of working with many different types of business owners on communication in their workplace. One area that always comes up is gossip. Some workplaces struggle more than others. Regardless of the amount in your office, it needs to be squashed…and quick!

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