5 Things We’ve Learned These Past 10 Years


Welcome to our blog. We’re hoping that it will become a valuable source of information to you, our readers, on a regular basis. To accomplish this, we’ll provide a variety of content on financial and lifestyle issues to help you have a Worry Free Retirement Experience™, whatever your definition of “retirement”. I’ve been in the financial services industry for over 40+ years which in your mind either makes me either uniquely qualified to share my experience, thoughts and ideas with you – or be labeled “old school”. Let’s hope it’s the former! Derek is finishing up his 10th year this spring. He has had the invaluable experience of getting his feet wet in the early years, then living through the turbulence of 2008, prior to moving our clients and our […]

Read More