Did you know?

Japanese maple trees represent balance & practicality & are called "kito" in the Japanese language, which means calm, rest, or at peace. This Japanese maple tree outside of our office reminds us to remain calm during turbulent times.

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Wellness Wednesday. Have you completed a "wellness check" of your finances & your health?

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U.S. News & World Report recognizes the AIF® and CFA Designations as two of the top financial certifications.