COVID Relief Helps for Families and Business

We will update this post as new and additional information becomes available. Health and government officials are working together to maintain the safety, security, and health of the American people. Small businesses are encouraged to do their part to keep their employees, customers, and themselves healthy. The Treasury Department is Delivering COVID-19 Relief for All... Continue Reading →

What is the Difference Between a Financial Professional and a Financial Advisor?

In my career, I have been licensed and employed at both, and there are many similarities. Such as helping people with their retirement, investing, financial planning, money management and so forth. However, there is a key difference in what is called “captivity,” as well as how we engage a client and how we make our... Continue Reading →

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