by Kevin Janiec CFP®, MBA Team Vibes: Summertime fun Whether you travel somewhere exciting or make your own fun at home, July is a great month to spend quality time with friends and family…So our team did exactly that! Must See Vibes Golden Girl: Relive the moment that Lydia Jacoby wins gold as her friends and family […] » Read More
by Kevin Janiec CFP®, MBA COMMUNITY DAY OUR NEW NEIGHBOR This month, a fantastic neighbor moved into the upstairs suite of our building at 940 E Boot Rd. That neighbor is the non-profit organization, “A Path to Hope.” A Path to Hope helps local families learn about and gain access to the appropriate mental health […] » Read More
Your retirement income strategy is most likely too complex and nuanced to rely on a rule of thumb. But if you’d like a short cut to get a general idea of where you stand, click the link to watch a brief video where Owen breaks down the math on sustainable retirement income. Investment Advice offered […] » Read More
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Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension and Medicare/Medicaid Planning