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Martin Luther King Jr. Holiday January 21, 2019

Martin Luther King Jr. Holiday January 21, 2019

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 21, 2019.

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Save The Date! Thursday, January 24 – Women’s Adventure Travel Event

Details will be out soon, but travel-minded clients and friends will want to mark their calendars to join us for lunch on Thursday, January 24! We’ll be hosting travel entrepreneur Erja Lipponen at an office event. Erja’s the founder of WanderWoman and Eurynome Journeys, specializing in adventure travel and wellness tours for women. Erja will talk about […]

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Wishing You The Happiest Of Holidays!

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John Knox Village

Thinking Of A Life Care Community?

We took time out last week to visit John Knox Village (JKV), a Life Plan Community located to our south in Pompano Beach, Florida. As many of you may know, JKV is situated on 70 acres between Ft Lauderdale and Boca Raton, and celebrated its 50th anniversary last year. Mari has been visiting clients who […]

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Just Passed The CFP® Certification Examination? Congratulations!

Almost three thousand test takers across the country sat for the CFP® Certification Examination last month. This exam is the culmination of the CFP® study program, which normally takes one to two years to complete. Candidates need to pass the exam and also fulfill the education, ethics and experience components to become newly minted CFPs.® […]

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Thank You For Sharing The Holiday Spirit!

A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers. Your generosity and thoughtfulness will make the holidays a little brighter for many local children! We would also like to […]

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How America’s Wealthy Make Sense Of The Markets

How to make sense of the market volatility? What changes to your portfolio strategy should we be making for 2019? We spent Thursday in Palm Beach talking to some of the top private wealth and alternative strategists, who cater to America’s wealthiest families, about what they see ahead and how to apply it to your […]

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Join Us For Our Holiday Open House, Thursday, December 13!

Please stop by Thursday, December 13 to join us as we celebrate the holiday season! You are encouraged to bring an unwrapped toy for the Florence Fuller Child Development Centers, so we can share the holiday spirit with those in need! We hope you can make it! Please call Nadia Rullo at 561-417-0001 to RSVP.

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Brad Goldstein Promoted to Director Of Client Services

Please join us in congratulating Brad Goldstein, FPQP™ on his recent promotion to Director of Client Services. Brad works with clients on all aspects of their financial planning needs, including opening and funding new accounts, updating beneficiaries, and transferring money between accounts. Feel free to contact Brad with any questions or service requests, from getting […]

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Giving Thanks!

Why are we giving thanks? Because we have the best jobs in the world. We get to work with the nicest bunch of people (you, our clients), helping you make your dreams come true. We do our best every single day to give you security and peace of mind so you can reach your goals and spend […]

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