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Wednesday, January 12, 2022

Monday, December 13, 2021

Employer benefits can be a worthwhile investment to keep employees happy, healthy & on the job. It can be confusing navigating all of the coverage options so it's important for Human Resources to be knowledgeable.

Monday, November 15, 2021

Retiring is an exciting time. You finally have the freedom to do whatever you want, whenever you want. All those years of saving and investing your money wisely are finally paying off! But, as you probably already know from doing your...

Wednesday, October 20, 2021

Times are tough for businesses everywhere. Aside from the current job market woes, there are many reasons employees become discontent with their position or workplace. No advancement opportunities, not feeling appreciated, or being...

Monday, October 11, 2021

It's that time of year again: The Open Enrollment Period (OEP) for Medicare. Barring special circumstances, there are only a few times per year when individuals 65 and older or those with disabilities can apply for this...

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Tuesday, August 31, 2021

What Are Group Benefits? Most people who have ever been in the workforce are familiar with the term “group benefits”. These can include a number of services or perks for employees, generally, those that are employed...

Tuesday, July 27, 2021

While individuals and businesses in Flagstaff, AZ, have different financial needs, both can benefit from the services of a financial advisor. For example, a certified financial advisor can help families manage their money and plan for...

Tuesday, June 22, 2021

Planning for your financial future takes a lot of work, but relatively few people can dedicate the necessary time to keep abreast of new legislation and financial products that could alter your plans. Whether you have just begun...

Tuesday, May 18, 2021

No matter where you are in life, you likely hope to achieve financial independence in the future. Many individuals and families share this dream yet have no comprehensive plan to achieve it. Whether you're taking your first steps into...

Wednesday, April 21, 2021

You know a sound financial strategy is critical to achieving your long-term monetary goals. But did you know it can save you money in the short term too?Taxes and investments are intricately bound together, each affecting the other in...

Wednesday, March 17, 2021

Whether you’ve been working for five or forty-five years, you’re likely to have spent your fair share of time dreaming about retirement. Planning for retirement, on the other hand, is rarely as fun as dreaming about it....

Thursday, February 4, 2021

Since 1988, we’ve been honored to be the trusted financial services and strategies provider for so many in the Northern Arizona community. We use our education and experience to help individuals, families, and businesses.