Longevity in Retirement

Have you thought, will my savings last?

Alexa's Blind Spots

She doesn't know everything!

Everyday Life of an Advisor

Specific questions require deeper understanding!

Retiring Advisor

Is your financial advisor retiring?

The Succession of a Team

Does your advisor have a team to back them in case of an emergency?

A Family Team

Does your financial team feel like family?

Transition to a Team

Do you have a local team to transition to?

A Story of Generosity

What's your story?

Divorcing Your Advisor

It's easier than you may think!

Ask Me Anything

No seriously, Call me right now!

Rewarding Moments

I recently had one of the most rewarding meetings with a client!

How to Talk to a Financial Advisor

Have you ever wondered what it takes to talk to a Financial Advisor?