Finra Broker Check

We’re inviting you to one of two upcoming events on March 11 & 12. Tune in for the details! This message is your invitation to one of the two upcoming events we’re holding here at our office. Join us as we cover some current topics relevant to the market. For example, President Trump signed the SECURE Act in January 2020, which will affect all retirees and retirement accounts. It’ll make […]

It’s healthy to be as excited about your career as possible. One of the tools we’ve come across over the years to help you stay focused and upbeat is called the ‘Word of the Year.’  As team leader, I implemented the Word of the Year for our team using the Bible as inspiration. Galatians 5:22-23 reads: “But the fruit of the Spirit is love, joy, peace, forbearance, kindness, goodness, faithfulness, […]

How to Eat Better This Holiday Season
December 20, 2019

I recently came across a wonderful article from the American Heart Association on how to eat healthier around the holidays. There are 20 different tips in this article, which you can read in its entirety below this blog post. For the sake of brevity, I’ll be focusing on the two that stood out to me most today. No. 4 is titled “sip smarter.” It encourages you to drink more water, […]


I have a special invitation to share with you today. We have a few upcoming tax, healthcare, and retirement planning events that we’re hosting at the La Verne Library. The purpose of this type of planning is for you to have a paycheck for your bills and a “playcheck” for everything else. So please join us at the La Verne Library on Saturday November 9 at 10 a.m. or Thursday, […]