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: Adam T. Hughes
May 15, 2017

Do you find yourself struggling to stay on budget, or have you always wanted more insight into your everyday spending habits? If so, there are many personal finance apps that might benefit you.

Author: Ronald P. White, CPA
April 20, 2017

Being a business owner has a lot of demands placed on you that you probably didn’t even consider while you were an employee. A few current concerns might be: obtaining new business, managing cash flow, choosing health insurance, and/or avoiding debt. One issue that may get put on the back burner is retirement planning. This is typical since you’re concerned with the daily operations of your business that retirement can seem like it’s a long time away. Surprisingly, though, that time will arrive sooner than you think.

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.

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