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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E170: What Does it Mean to "Pay Yourself First?"

So what does it mean to pay yourself first and more importantly, is it a good idea?

E169: What is an Investment Policy Statement?

So how necessary is an Investment Policy Statement? While it’s not mission-critical, it does provide a valuable framework that can make larger impacts as time goes on. In serving the purpose of creating guidelines for both you and your financial advisor for investing, I would not underestimate the value it can have.

E168: How to Create a Transfer on Death Deed for Your Home

A Transfer on Death Deed can be used to designate a beneficiary for your house. So what is the advantage of setting up a Transfer on Death Deed for your house and how does it work?

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