Am I Retirement Ready?
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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Chip Coughlin AIF®, RMA®, BFA™, CWS®, AAMS®
Owner / President
Lisa Thurston BFA™
Executive Office Coordinator
Kathy Pieples
Director of Compliance & Office Assistant
Mary Lou Walker
Administrative Professional
Devon Zalla
Administrative Assistant