by Jay Chapman | Sep 15, 2025 | Uncategorized
Can you tell the difference between someone who is trying to sell you something and someone who is trying to provide a service? Financial Advisors are there to provide a service. They should not be selling you the next best product. This is my opinion obviously and...
by Jay Chapman | Sep 8, 2025 | Uncategorized
We’ve recently met with several families who have successfully managed their own investments and are enjoying a comfortable and secure retirement. In many cases only one spouse was confident in their ability to manage the family finances. These families aren’t seeking...
