Congratulations Heather Atkins!

Congratulations to Heather Atkins!  She just passed the CRPC® exam! The Chartered Retirement Planning Counselor (CRPC®) designation is awarded by the College for Financial Planning.  The program is focused on client-centered problem solving and provides in-depth...

Follow the Money

In the Beginning… Ten years ago, Paul J. Gire, a financial planner and CFP® professional, wrote a ground breaking research paper that sent shock waves rippling through Wall Street. The article agitated financial advisers, frustrated the status quo being promoted by...