This Week's Video


Latest Blogs

1 - It turns out that the theme of this week's Briefing is courage. From Michael's blog post describing small acts of bravery in our little community to my video about a teeny-tiny bird making a giant noise, You should find plenty of cause for fortitude.

2 - Local clients! If you haven't yet registered for this month's Client Dinner & A Movie event, please take the time to do so now. This one promises to be especially memorable, so please come if you can.

3 - Michael did a great job with his Social Security presentation last week. If you missed it, worry not: he's planning a series of similar sessions going forward.

4 - Be on the lookout for more communications from us this week. There's a lot happening around the depot, and we want to keep you informed.

Be brave this week! 


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If you're like many people, you’ve worked hard. You’ve played by the rules and saved for retirement. Now, the world has changed, and you don’t know what tomorrow will bring. You want to regain the feeling of control and financial independence that you worked a lifetime to achieve.

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