Wishing You a Happy and Safe 4th of July! As this year’s first half is over, capping historical highs and renewed stock market volatility, we look forward to the second half of 2018. With enthusiasm and honor, we remain committed to serving as your investment advisor. We want to wish you and your family an … Continue reading “Happy 4th of July 2018”
Category: Announcements
we joined Rotary
John & Greg are happy to announce… WE ARE MEMBERS OF ROTARY INTERNATIONAL! Can you pick Greg & I out of this crew?? As you may know, Rotary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who see a world where people unite and take action to create lasting change – … Continue reading “we joined Rotary”
3 Things You Must KNOW Before You Retire
“3 Things You Must KNOW Before You Retire” Please John Gardner, CFP® for lunch and informative discussion: “The 3 Things You Must Know Before You Retire” We will talk about 3 simple, yet often over-looked factors you need to know before retirement. Look forward to seeing you! Registration is closed. This event has already been … Continue reading “3 Things You Must KNOW Before You Retire”