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IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Client Portal

Ideas to Lower Back-to-School Shopping Costs

Aug 3, 2024 | Finances

Ideas to Lower Back-to-School Shopping Costs With inflation hiking the prices of everything over the past 4 years, and schools asking families to fork over larger and larger sums of money every year to help with shared supplies, the cost of your back-to-school...

Six Simple Ideas to Help Your Small Business

Aug 1, 2024 | Business, Finances

Six Simple Ideas to Help Your Small Business Here are six ideas to help jump start improvements in your small business. As always, please reach out if you wish to discuss any of them. Understand your cash flow. At the end of the day, you need enough cash to pay your...

Summertime Financial Lessons for Your Child

Jul 29, 2024 | Finances

Summertime Financial Lessons for Your Child Children on summer break have plenty of free time on their hands, which is usually spent playing outdoors, working on summer projects and participating in various sports and clubs. As parents, you can also weave in financial...

Lower Your Summer Energy Costs

Jul 22, 2024 | Finances

Lower Your Summer Energy Costs Summer temperatures can feel just fine when you’re spending time outdoors, yet most of us want our homes to always feel cool and comfortable. That often means cranking up the air conditioning and turning on all the ceiling fans,...

Prepare Yourself Financially When Purchasing a Vehicle

Jul 8, 2024 | Finances, Planning

Prepare Yourself Financially When Purchasing a Vehicle Financing a new or used car could spell big financial trouble if your vehicle is ever declared a total loss – even if the accident is 100% the other driver’s fault. Here’s what you need to know about...