February 10, 2020
Financial Planning, Retirement Planning, Wealth Management
As I begin my flight back to Norfolk after attending the trustees meeting of my alma mater, I am reminded that ignoring or not recognizing trends may result in you not being around when they become a reality. Change is hard, but ignoring it doesn’t make it go away. In... Read more
January 9, 2020
Financial Planning, Wealth Management
People generally begin the search for financial planning services for one of two reasons. Either they have amassed a certain amount of wealth and they’re not sure how to best grow and maintain it, or they want to figure out how to create and save more wealth. The... Read more
December 6, 2019
Financial Planning, Retirement Planning, Wealth Management
Having recently returned from a Financial Planners Association Conference in Minneapolis, where the temperature was already hitting the freezing mark, I quickly remembered why I like living in Hampton Roads. I love the changing seasons where we can experience some... Read more
July 29, 2017
Financial Planning, Wealth Management
We are often asked by first-time callers to our office if we are a “Fiduciary.” It seems like the word is all over the news these days, but what exactly does it mean? In a nutshell, a fiduciary is a person or organization who is ethically bound to put a... Read more
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