“Life, if well lived, is long enough.” – Seneca The typical retirement couple goes like this: save in 401k or IRA, live within means, sell house up North and move down South to the Myrtle Beach… Read More
Archives for August 23, 2021
“Life, if well lived, is long enough.” – Seneca The typical retirement couple goes like this: save in 401k or IRA, live within means, sell house up North and move down South to the Myrtle Beach… 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.
