Only with a destination in mind can you choose the correct path. Written by: Tony Christensen, CFP®, CHFC®, Founding Partner I recently embarked on an adventure to the California coast […]
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Category Archives: Financial Planning
How to Choose a Financial Advisor
7 Fundamental Questions to Answer When Searching for your Perfect Fit Written by: David Harris, CHFC®, FOUNDING PARTNER In today’s financial world there are so many choices and so much […]
Avoid Triple Bogeys
Avoid Triple Bogeys Written by: Tony Christensen, CFP®, CHFC®, Founding Partner For those of you that play golf, I’m sure you can relate. When I first started playing golf, I […]