Financial Planning Trends & Insights

We’re constantly watching the markets and investment vehicles to serve you best.

2023-7_ See a Sample Financial Plan
July 30, 2023

See a Sample Financial Plan

By Michael Vaughn, CFP® A financial plan created for you and tailored to your unique life goals is like an instruction manual for your finances and your goal achievement. The financial plans we write for our clients include a thorough analysis of your goals and your resources and the likelihood of meeting your goals if […]

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2023-6_How Business Owners Can Catch Up for Retirement in a Hurry
July 12, 2023

How Business Owners Can Catch Up for Retirement in a Hurry

Stepping into the shoes of a business owner brings a level of demand and complexity beyond that of a regular job. Balancing personal finances alongside the web of your business’s financial strategy can be challenging. One of the biggest hurdles for business owners is figuring out how to turn their successful businesses into long-term personal […]

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June 15, 2023

How a Market Downturn Creates Opportunities

When life gives you lemons, make lemonade. And when the market gives you a downturn, make smart investment moves. While a market downturn can be a cause for concern, it’s important to remember that it can also present unique opportunities for investors who are willing to think outside the box. Recognizing the potential for undervalued […]

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March 21, 2023


Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment.  This past week, two major players in the banking industry, Silicon Valley Bank and Signature Bank, […]

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