You probably remember hearing about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law
“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.” Warren Buffett, CEO of Berkshire Hathaway A word from our
As part of the 8th Annual Jacksonville Wise Money Week, our own Jud Mallini was pleased to participate as part of a team of representatives
Huge congratulations to our Client Relations Administrator, Melissa Land, for running the Boston Marathon. We are so proud of you, Melissa! Melissa trained hard for
Together Planning’s Lia Bertelson shared her thoughts with the Atlanta Business Chronicle about how we are helping our financial planning and investment management clients navigate
March Madness is here and with it thousands of people will try to beat the odds by picking the perfect bracket. What are the odds
We are proud to announce that Lia Bertelson has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED
As we celebrate Thanksgiving with our families this week, we are taking a moment to share with you something that we are especially thankful for
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