Blog

Get a Taste of the American Dream Experience in the Financial Foundations Program

Charles Pettit, ChFC, ChFEBC℠

Monday, October 25, 2021

The American Dream Experience is a 2-day event that focuses on investing. That’s a big commitment when you’re not sure what the program involves. That’s why we provide a taste of what you’ll learn in the...

You might be afraid to ask a question about how to properly invest because you think that you should know this stuff. That's not true. It's never too late to learn about investing and how to do it properly. There’s a lot of...

Is One Million Enough to Retire? The Answer May Surprise You.

Charles Pettit, ChFC, ChFEBC℠

Wednesday, September 29, 2021

As a financial advisor, I’m often asked if $1 million is enough for retirement. The answer depends on many factors including the age of the individual, lifestyle expectations, legacy goals, and if the individual has other assets...

A Financial Advisor for Federal Employees is Critical to Building Wealth

Charles Pettit, ChFC, ChFEBC℠

Tuesday, August 31, 2021

A financial advisor for federal employees is someone who helps you optimize your benefits so that you can live comfortably knowing that you didn’t leave any money on the table. We help you with financial planning and retirement,...

An Overview of Where We Differ from Dave Ramsey

Charles Pettit, ChFC, ChFEBC℠

Friday, August 20, 2021

In this article, we’ll provide insight to where our strategy differs from Dave Ramsey. A number of people have attended our Financial Foundations program who recently completed Financial Peace University, the Dave Ramsey course...

When your child grows up and leaves home, they'll be responsible for their own finances. But will they be ready? Money is key to a safe and successful life, and your son or daughter will depend on it for all manner of needs and wants....

The American Dream Experience is a complimentary 2-day event that teaches you life-altering truths about money and investing. It will challenge you to think differently about how you save for retirement, your child’s education,...

If you want to learn the basics about finance and investing, we’ve compiled a list of short videos that are excellent resources for you. Last time we talked about how you can learn about finance and investing and we shared about...

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...

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...

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...

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,...

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...

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...

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...

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...

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,...

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...

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...