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December Check In

December 15, 2020
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As we approach the end of the year, we want to remind you to take advantage of making your year-end 529 college contributions.  Your child's and grandchild's education is a great holiday gift.

As always, if you have 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.

With 2020 coming to an end, we wish you and your family a Happy and Healthy Holiday Season and a Bright New Year!.

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.