Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check which provides information about firms and financial advisors.
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Congratulations on taking the first step toward a solid financial future. We are looking forward to guiding you.
We will contact you as soon as possible to set up your first appointment. If you prefer, you can use our scheduling calendar below to choose your appointment. Either way, we are excited to get started.
Casey Clementz
Darby Brower Jr.
In the meantime…
Feel free to review some of our recent financial articles.
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know? When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something...
Weekly Economic Update | 3.22.18
WEEKLY TIP Yes, you could file for Social Security at 62, as soon as you are eligible. It might pay to wait, however. The size of your monthly payment will grow by about 8% for every year you hold off claiming benefits through age 70. RETAIL SALES RISE...
Weekly Economic Update | 3.7.18
Weekly Tip Remember that there are two kinds of 529 plans: the prepaid tuition plan and the college savings plan. A prepaid tuition plan lets you pay some of the future cost of a university education today. A college savings plan offers you a choice of equity...