I’m Proud to be a Veteran Owned Small Businesses

I recently completed the certification process with the U.S. Department of Veteran Affairs for my firm to become a Veteran Owned Small Business or VOSB.  This designation isn’t nearly as

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Why I Started An Independent, Fiduciary and Fee-Only Financial Firm

I recently made the decision to leave the broker-dealer I worked for to start my own independent, fiduciary and fee-only firm.  Many people inquired about this bold move and if

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