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.
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Casey Clementz
Darby Brower Jr.
In the meantime…
Feel free to review some of our recent financial articles.
COBRA: Continuing Health Care Coverage after Employment Ceases
The Consolidated Omnibus Budget Reconciliation Act of 1986 (COBRA) enacted health care continuation coverage requirements applicable to employers with more than 20 employees (except churches, the federal government, and the District of Columbia). COBRA requires an...
Funding Medical and Dependent Care Costs with Pre-Tax Dollars
Section 125 "cafeteria plans" can help business owners and employees lower their tax bills. Under Section 125 of the Internal Revenue Code, workers are permitted to withhold a portion of their pre-tax salaries to pay for premium contributions to employer-sponsored...
Key Person Insurance: Cash, When It's Needed Most
Life insurance may be a "diamond in the rough" for your business if its ongoing success depends on one or more key individuals. The death or disability of such a person - for example, an owner or manager who brings in customers - can mean tough times. The realities of...