Communication: [kəˌmyo͞onəˈkāSH(ə)n/] 1) the imparting or exchanging of information or news; 2) means of connection between people or places, in particular. Because effective communication between a client and his/her advisor is a vital part of maintaining a trusted relationship, I am taking a short survey to help my clients get the most out of the services […]
In light of the horrendous security breach into Sony Pictures last month, and Home Depot and Chase Bank’s compromising of account data in 2014, I wanted to explain the security measures I take with my own clients’ personal and sensitive information. Securing personal data has always been a primary aspect of my business and
Shredding, Clouds, and Security Read More »
Have you been meaning to get a Living Trust in place for your family, but been procrastinating because you don’t even know where to begin? Would you like to find out how to minimize tax dollars going to the IRS while maximizing what stays with your loved ones? If something happened to you and/or your
“FREE” Estate Planning Seminar: December 4th Read More »
As I’m sure most of you are aware, economic and global events have always been a driving factor in the direction of the markets (aka: your investment and real property valuations). However, we are once again at a time where these events have begun to affect the markets in a more sudden and volatile manner.
Investment Jitters? Read More »
