At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

All business owners will eventually exit their business by selling to the highest bidder, closing down through a liquidation, passing to a successor, or, unfortunately,…

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is…

There are many reasons you may be ready to partner with a financial advisor. You may have even narrowed down a few firms based on…

Companies continue to struggle due to the pandemic, with many having to lay off employees. You may find yourself on the other side of a…

At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…

Did one of your New Year’s resolutions include a significant financial goal, like buying a home or investing for the first time? The beginning of…

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

Whether you’ve received a raise at work, eliminated a monthly payment, or generated a new stream of income, a common financial planning question is how…