Posts by Chad Smith

Top 10 Most Read Posts of 2015

We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so…

Free Lunch Can Have A Very High Cost

Maybe you’ve had a similar conversation. While listening you hear, “I got a flier in the mail inviting us to a free lunch where we can hear how to get a guaranteed X% return…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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