A Resilient Stock Market financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals mid-life financial planning Jun 20, 2024

As we reach the midpoint of 2024, the market is up. And it keeps going up! Economic indicators reveal a nuanced picture, with sectors experiencing varying degrees of growth amidst persistent uncertainties. Let’s delve into recent market trends and economic developments so you can better...

Continue Reading...
 
Insurance Frequently Asked Questions financial planning for entrepreneurs financial planning for retirement financial planning for young professionals mid-life financial planning Apr 19, 2020

Glenn J. Downing, MBA, CFP®

What kinds of insurance do you offer?

We broker life insurance, disability income insurance, and long-term care insurance. In obtaining Insurance coverage for our clients, We shop the market for the most suitable product at the best price.

Can I get auto or...

Continue Reading...