New Electronic Hand Slapper
May 6, 2014  | By Kevin Smith, CFA

The Wealth Management System that tracks and summarizes your financial world now has the ability to send you email alerts. You can setup an alert if your cash gets too low, if you exceed your budget, you incur a large…Read More

“Creating a Will” Seminar Highlights
April 24, 2014  | By Kevin Smith, CFA

Our “Creating a Will” seminar was well-received by those who attended. The presenter, Marty Roos of Strasburger & Price LLP, did an excellent job of providing practical education to help the audience understand important considerations when planning for your estate….Read More

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