As a financial planner, I’ve always been passionate about helping individuals and families achieve their financial goals. Over the years, I’ve noticed a gap in
We love seeing the pictures of all the college students moving into their dorms and apartments, and we love the bustle of activity. As these
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use
You probably remember hearing about the SECURE Â (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law
Two years ago, my husband and I decided to leave the group health plan that we used through his company and try an Affordable Care
My husband and I are both partners in our firms, so neither of us have health care costs subsidized by employers. We have traditionally participated
Recently I was asked to send in my top tip for first-time homebuyers to be included in a blog post for Redfin. It was fun
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
4651 Salisbury Road
Suite 130-A
Jacksonville, FL 32256
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075