Broker Check

August Check In

July 31, 2020


The beginning of the school year is approaching.  It's never too early or too late to begin saving for your children's or grandchildren's college education.

Please read the attached article providing 10 reasons why parents and grandparents have selected 529 savings plans to help invest for their loved one's future education. Click on the link below.

529 College Plans

As always, if you have had any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.

Enjoy the rest of your Summer!

Stacy Brilliant, Chief Operating Officer


All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.