Blog

 It’s the time of year for vacations and travel of all sorts.  I personally am planning two trips by air this year.  It would be easy to feel apprehensive due to the negative publicity the airlines have been enduring recently.  However, I grew up as the daughter of a military pilot and was taught that air travel is much safer than traveling by car.  Also, I believ

Luckily, I have recently been hired by Strategic Partners Financial Group and have been introduced to the financial services industry.  I am very excited for the opportunity to be able to learn and work in an industry where the primary focus is to help people. 
 

Are you familiar with a chair designed by Eames that is commonly referred to as the "potato chip" chair?  It was recognized by Time Magazine as the "Best Design of 20th Century".  

Some time ago when coming into the office for a meeting, a client presented us with a framed cartoon they had personalized for us.  It shows a couple sitting across a desk from a gentleman who is spewing hieroglyphics followed by, “Do you have any questions so far?” to which the couple responded, “Um, nope”.  To the side were the words, “How we reall

Communication is key in any relationship.  Building a financial plan and listening to your goals is our business.  Effectively communicating your individualized plan back to you by giving you the information you need is just as important. 

As a "millennial" myself, I can speak first hand to the fact that my millennial professional peer group needs just as much assistance with investment management and financial planning as those that have come before us.

In our organization, we are constantly looking for new, fresh ways to engage with our clients.  I'm very happy to announce the addition of our "Right Now" series of blog posts!