“The man who is prepared has this battle half fought.” – Miguel De Cervantes Thanksgiving last year I ran my first 5k in over 10 years. I say ran, but it was more like trot/walk. In… Read More
Archives for June 22, 2021
“The man who is prepared has this battle half fought.” – Miguel De Cervantes Thanksgiving last year I ran my first 5k in over 10 years. I say ran, but it was more like trot/walk. In… Read More
Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.
