A Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…
Five Things to Think About as you Weigh Your Social Security Options Deciding when to claim your social security benefits is not only a big decision but a personal one. After all, it’s likely you have been paying into Social Security for decades, and now…
The Delta Variant and the Markets As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic. Here’s why. With the Delta variant of COVID running rampant, how does another looming…
As July comes to an end, we wanted to take a quick look with you at where the markets might be heading for the rest of the year. While we can use history as a guide, let’s also acknowledge that past performance is no…
One of the best parts of our job is being a part of our client’s life journeys. Even better is when they allow us to share their story with you all. A special client of ours took it even further by asking us if he…
We’ve all grown and learned a lot from the hardships the world has faced since March 2020. We’ve learned how to stay connected to each other when the rest of the world shuts down. Many of us had to learn how to do our…
We’re excited to introduce you to Enrique Loscher. As our newest FSG team member and Paraplanner, Enrique has spent the last few months working and learning under the direction of our senior Financial Planners. He has become a bright and positive addition to our team,…
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Please consult a qualified professional regarding your specific situation.
Celebrating 35 years! Yes, that’s me in 1986 at 22 years old, starting out in this business as an advisor/insurance representative working for State Mutual. I would sit for hours every day cold calling business owners to offer my services and schedule appointments to go…
It has, without a doubt, been quite a year. Covid has impacted pretty much every aspect of our lives and made us question how we view the world around us. One thing that hasn’t changed is the incredible importance of having a solid financial…