Can You Afford to Not Have a Long-Term Care Plan?

Can You Afford to Not Have a Long-Term Care Plan?

By Bryan Trugman, CFPⓇ You’ve probably heard the saying, “People don’t plan to fail, they fail to plan.” In our experience, overlooking long-term care expenses that you could incur later on in life is one of the biggest blind spots people have as they head into...

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Get Financially Naked

Get Financially Naked

Are you or someone you know planning to get married soon? We urge every couple to lay the financial cards on the table as early as possible in the relationship.

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Is a Recession On the Horizon? How We Watch Over Your Money

Is a Recession On the Horizon? How We Watch Over Your Money

By Bryan Trugman, CFPⓇ Not knowing what’s around the corner can be scary. Billionaire and founder of Patagonia, Yvon Chouinard, said, “Fear of the unknown is the greatest fear of all.” And things in our world right now are just about as unknown as it gets. Most of us...

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Who We Serve and What We Do Best

Who We Serve and What We Do Best

By Bryan Trugman, CFPⓇ Financial planning is often a misunderstood profession. I sometimes find myself educating new clients about what the professional relationship looks like, how it works, and the overall benefits of working with a financial planner. Some clients...

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