Many investors, pre-retirees, and retirees are asking themselves the exact same question... what should their plan be when some of the most popular asset classes like equities and bonds are both down? The reality of the situation is that a lot of analysts and industry experts are trying to predict the market; the bulk of the information we hear on the media is simply predictions. Instead of trying to identify what the market will do next, the focus should be on creating a plan that allows you to be reactive - in other words, create a strategy that positions you to take advantage of any opportunity regardless of what the market is doing by establishing a holistic and comprehensive financial plan.

You and your spouse or guest are cordially invited to join us for an EXCLUSIVE EDUCATIONAL DINNER at the local favorite, Pinstripes. This timely event is a must-see, and seating is limited for the comfort of our guests. This educational event will help you take control of your financial future. You will enjoy a delicious meal while we discuss the changes in the economy and how they can affect us all.