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2016 Summer Newsletter

  Summer Newsletter - 2016 Our Thoughts Setting & Managing Financial Goals "Don't tell me where your priorities are. Show me where you spend your money and I'll tell you what they are." James W. Frick One of the first steps in financial planning is setting goals. It is not just...
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2015 Summer Newsletter

  Our Thoughts While we cannot control what happens in Washington, Wall Street, or Main Street, we can control how we prepare for and respond to the resulting gyrations. Thoughtful goal identification, sound financial planning, disciplined investment management, and responsive client service are things we can control.  The current...
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2015 Spring Newsletter

  MICHAEL D. RAUTIOLA, CFP®, ELIZABETH A. ALLEN, CFP®, ADAM J. FINCH, CFP® CERTIFIED FINANCIAL PLANNER™ Professionals Planning Points Spring Newsletter – 2015   OUR THOUGHTS: To Retire With Confidence, Have A Plan If you want to retire with confidence, have a plan.   “As you near retirement age or even within a decade or so, it is time...
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