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Why I Became A Financial Advisor  Thumbnail

Why I Became A Financial Advisor

At just 10 years old, my parents introduced me to the world of finance with an allowance of 30 cents a week. They taught me three basic principles: save some, give some, spend some. I never could have guessed that these lessons would shape me into who I am today, and be my first steps down the path toward a lifelong career.

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HCA Healthcare Plan And Benefits Thumbnail

HCA Healthcare Plan And Benefits

The HCA Healthcare benefits documentation is 181 pages long. Who has the time to read all the different options and decipher how each one relates to their personal situation? Does anyone even understand what these benefits do for them? How do you know if you are covering yourself or your family the way you want to?

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What We Do And How We Can Help Thumbnail

What We Do And How We Can Help

It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you through complicated decisions and opportunities?

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My Thoughts On The Recent Market Volatility Thumbnail

My Thoughts On The Recent Market Volatility

Not having a retirement plan is like being stuck on the side of the road with only a gas station map and your crazy uncle who swears he knows where he’s going. Odds are you’re not getting to your destination—at least not in one piece. COVID-19 has upended the universe and the economy, but having a plan in place with clearly defined goals can help you stay the course and not make bad emotional decisions.

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401(k) Planning: What Do You Need To Know? Thumbnail

401(k) Planning: What Do You Need To Know?

We all know that hiding our money under our mattress or depositing it in a traditional savings account isn’t going to give us the growth we need to retire when we want, the way we want. In other words, we need a bit of help, something that gives us an edge. That’s what a 401(k) does. Employer-sponsored retirement plans give us a way to contribute to our future with a few added benefits thrown in.

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