Broker Check

Blog

Monday, June 21, 2021

There are over 279 million results that display when you search Google for “learn finance and investing.” That’s a lot of information, and unfortunately, most of it is probably incorrect. We’ve compiled a list...

Saturday, May 29, 2021

Acquiring life insurance is one of the most important financial decisions you can make. Not only does it protect your loved ones you will leave behind, but it can be a helpful tool way before then. Be sure to hire a financial advisor...

Saturday, May 8, 2021

Life Insurance is a financial tool to help people like you to take care of your loved ones after you’re gone. Typically, life insurance is most important for those who have financial dependents. This would include those with a...

Tuesday, April 20, 2021

In order to prosper, we need to recognize behaviors to transform our relationship with money. Our childhood experiences impact how we see the world today. What stories are you telling yourself? We sat down with Sophal Pettit,...

Tuesday, April 6, 2021

When it comes to the cost of investing, there are a lot of myths and misconceptions about investment fees. We’re here to clear things up a bit so that you can find the right approach for your investments. If you would like us to...

Show All

Tuesday, March 23, 2021

Most American adults don’t use a financial advisor and that’s unfortunate. A financial advisor is someone who can help you create the life you love. The best sports players have coaches, imagine if everyone had a money...

Tuesday, March 9, 2021

If you are a federal employee looking for a financial consultant, you need a Chartered Federal Employee Benefits Consultant (ChFEBC ℠). This is a financial services professional who can help you address your financial concerns. A...

Sunday, February 28, 2021

If you've always filed your own returns, you may never have considered hiring a tax preparer. But a tax professional helps you avoid costly mistakes and plan for your future. Every year, more people decide to get help with tax...

Wednesday, February 17, 2021

Having a balanced perspective can impact many areas of our lives, from eating and relaxing to working and playing. Your finances, present, and future, should receive the same balanced approach. When thinking of their financial plans,...

Sunday, January 31, 2021

Imagine a circle and in it all the money you will ever have. Hopefully, it's not a small circle. No matter the size of it, someone can still have more than you, and others less. The one thing we all have in common is that we all want...

Saturday, January 9, 2021

A Chartered Financial Consultant is a certified finance professional who works with you on a one-to-one basis to help you plan the financial steps to reach your financial goals. Our co-founder, Charles Pettit, has his Chartered...