Client Resources

We believe in providing education and transparency in the work we do with you. From investment updates to social security claiming strategies and everything in between, our workshops, podcasts and our newsletter are all designed to help you feel confident in the financial decisions you make and comfortable knowing that we are here to help.

Educational Workshops

Please join us at an upcoming Educational Workshop. Click here to see the schedule.

The Financial Advocate – Summer 2018

The Financial Advocate – Winter 2018