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Navigating Legislative Changes for 2024 Here we will delve into the crucial legislative changes affecting your finances in 2024. As we step into a new year, it’s essential to stay informed about the adjustments that could impact your financial planning and strategy. This video includes the latest updates and how they can influence your path […]

Navigating Legislative Changes for 2024 Here we will delve into the crucial legislative changes affecting your finances in 2024. As we step into a new year, it’s essential to stay informed about the adjustments that could impact your financial planning and strategy. This video includes the latest updates and how they can influence your path

Happy New Year! We look forward to having a great year with you.

Merry Christmas and Happy Holidays!

Christmas time is our favorite time of year. Neighborhoods filled with Christmas lights and decorations, family fun and exciting traditions. 

We want to say thank you. We are incredibly grateful for all the love, support, prayers, and best wishes on our exciting addition to our family. We love you and God Bless. Chelsea and Nick

We want to say thank you. We are incredibly grateful for all the love, support, prayers, and best wishes on our exciting addition to our family. We love you and God Bless. Chelsea and Nick

Please join us as we sit down with Dan to discuss items that are important for financial advisors and clients.

In this exclusive event, we will delve into the remarkable events and advancements of the past six months, while providing valuable insights to guide you on the path towards achieving your financial goals. What we’re going to cover: We hope you join us for the 2023 Mid-Year Review as we delve into these key ideas

Whether you’re a beginner or an experienced investor, this video provides valuable knowledge that can improve your financial mindset  and help you make investment decisions.  Here’s what we’ll cover:  The importance of having a great financial plan and managing emotions for investment success. The difference between risk and volatility in investments. The normalcy of market