Latest News

Sustainable Investing

  You’ve probably heard of living sustainably. To do this, you avoid the abuse of natural resources to maintain an ecological balance. Essentially, you care about the environment, social justice, and want to leave the smallest negative impact. Did you know by doing...

Aging In Place

  Aging in place is becoming increasingly popular. Many people want to stay in the home they’ve built years of memories in. Remaining in a familiar environment is something many seniors desire, despite the complications that may arise. This can lead to a decline in...

Retirement May Become More SECURE

    Towards the end of May, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in bipartisan effort, potentially becoming one of the most impactful retirement savings legislations since 2006. Now that it’s on its...

 Latest Videos

Financial Independence Day

Financial Independence Day

Financial Independence Day   If America can have all-around freedom, why can’t you have financial freedom? Financial freedom can be defined in many ways, but today we’re talking about how to get there. Schedule a free financial strategy session -...

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Economic Update May 2019

Economic Update May 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in Mayl. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

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Economic Update April 2019

Economic Update April 2019

In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in April. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical Assessment Today...

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