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.
Removing Money from Your 401(k) Before Retirement
From time to time, circumstances may warrant taking money out of your 401(k) account. If you're older than age 59½, become disabled, get divorced (in specific situations), or die, money can be removed from your 401(k) without paying the 10% federal income tax penalty...
The Entrepreneur's Dilemma
As larger corporations downsize to meet the competitive challenges of the 21st century, many middle managers are taking the opportunity to strike out on their own as consultants. They often seek the independence and satisfaction of working for themselves. Wouldn't...
Consider Inflation When Assessing Your Insurance Coverage
When Cindy and Sean Baxter purchased their life insurance policies ten years ago, they thought they did things the right way. They determined their insurance needs, taking into account the mortgage on their home, projected college education costs, and living expenses....