This week the Raymond James Tech Connect Conference is going on. David was asked to speak and present on ways we utilize technology as a firm to help protect ourselves and our clients from a security standpoint.
#RaymondJames #Security #Technologyhttps://t.co/uAs8BDsoRk1 day ago
Last night, Carson and Myles were invited to watch industry renowned and Chief Economist at First Trust Advisors, L.P, Brian Wesbury, speak on the current state of the economy and where he thinks the economic recovery goes from here.
#Economy #Planning #Retirewhileyouworkhttps://t.co/RHDEDsm1kt1 day ago
Office Manager, Julie Schutt discusses some internal changes we are making to our website and how we are freshening up our image in 2021. Read all about it in her most recent blog post!
#Retirewhileyouwork https://t.co/jpx6Qhyf903 days ago
Today we celebrate hitting a huge milestone in our practice! We hit our 20 year goal a few years early!! https://t.co/wrjKdxIYVp1 week ago
One of the most popular ways to access the equity in your home is through a Home Equity Line of Credit (HELOC). Carson explores the pros and cons of HELOC's.
#Retirewhileyouwork #Planning #HomeEquityhttps://t.co/qONUuNkE1L3 weeks ago
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