Blog
How to Transfer Wealth to the Next Generation
Imagine the day that we can rest easy knowing that they’ll become financially wise enough to grow our life’s earnings into something bigger than ourselves. No matter what you decide
How Much Do You Need to Retire Comfortably in Portsmouth?
How much money do you need to save for a comfortable retirement? This is a common—yet loaded—question, as the number you need for a comfortable retirement differs from individual to
Who I Serve And How I Can Help
Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you
What Social Security Options Should I Be Taking?
Wouldn’t it be nice if making decisions about Social Security were simple and easy? We think so. But unfortunately, Social Security decisions are almost never easy. The decisions you make
Why I Became A Financial Advisor
My decision to become a financial advisor was not a shot in the dark—it was the result of the influence and examples of many different people in my life. It
This is What You Pay Us to Do
“It’s not the 15% to 20% declines that cause the most trouble, it is the -40% to -60% that take so long to recover from.” – Steve Blumenthal Our tactically
