It’s time to enjoy some sunshine, dive into a good book, use some extra daylight hours to practice a hobby or find a new way to keep yourself stimulated this summer. We value continued education, either through formal trainings or by seeking out knowledge and mentorship from thought leaders in our industry.
We also know the connection with each of you is integral to the foundation of our business, and the connections we have with each other helps keep the culture strong and reinforce our dedication to our mission and core values. Keeping current on best practices, proposed legislation and the latest research and education helps us deliver an evidence-driven plan and experience to each of you.
We look forward to sharing what we learn with you in the coming months as we enact new plans and goals to support your financial lives!