Category Archives: Our Philosophy

Supporting a Person in Grief

Posted on November 7, 2011 by Chris

As a financial planner, I work to create long-term relationships with my clients. Through this relationship, I am fortunate enough to be able to celebrate the family’s successes and achievements. I also realize that during times of crisis and grief, … Continue reading →

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Let’s talk about life…insurance

Posted on September 7, 2011 by Chris

The other day I was having a conversation with a friend, and he asked if one would ever need two life insurance policies. I answered him, as I often answer most questions related to finances, it depends. I’m going to … Continue reading →

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A Reason to be Optimistic

Posted on September 2, 2011 by Chris

A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was … Continue reading →

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Creating Your Wealth Statement

Posted on August 19, 2011 by Chris

It was another turbulent day on Wall Street, and I certainly want to acknowledge the fear and uncertainty you may be feeling. My thoughts haven’t altered from my earlier blog, so please feel free to read through that for my … Continue reading →

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