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Harry Matheis, FEA™, CHS, EPC

Branch Manager

Geoff Campbell, B.A., CFP®

Certified Financial Planner®

Latest Blog Posts

Are Your Heirs in the Dark? | Planning Heirs Financial Future

14 May, 2021

Are Your Heirs in the Dark? | Planning Heirs Financial Future

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having thei

Why Evolve Your Financial Plan as Your Wealth Increases

6 May, 2021

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income a

Understanding Your Investment Performance

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes.

Estate Planning

15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

 

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Value of Advice

plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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