Newsletter

We examine new vacation trends because you deserve to take a break, and share six secrets for becoming a smarter investor. Check out our YouTube Channel. Save the date for our next client appreciation event.

Our client appreciation brunch was a hit! Michael & Laura went to Arizona to film more episodes of their TV show and reunite with family. We welcome Douglas Wisentaner to our team.

We changed our name! Our new name better reflects our wonderful expansion. We can't wait to share with you our new approach, and serve you and your financial goals even better. 

We celebrate the recent launch of Michael & Laura's TV show "Rock Your Retirement." We had a wonderful client event in September with live bands and food trucks. Save the date- We're having a New Year's Breakfast at The Aria.