Broker Check

January Monthly Check In

January 16, 2018


We hope 2018 is off to a good start for everyone despite the cold weather.

Have seen our recent posts about improving your relationship with money or our involvement in the community with Tree House books? Visit our Facebook and Linked In pages for our updates.

Keep an eye out for new posts next month as February is Insure Your Love month - All gestures, large and small, constitute love including the purchase of life insurance to protect your loved ones. Contact us if you would like to review your current coverage.

I also wanted to check in to see if you have any changes or updates that you need us to attend to.  If we can be service in any way, please do not hesitate to contact us.

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.