Broker Check

May Check-In

May 18, 2018


Believe it or not, Memorial Day weekend is right around the corner.

As we look towards next month, I wanted to remind you that June 30th is the last day to file the Free Application for Federal Student Aid (FAFSA) in order to get federal loans and grants for your college student. Please feel free to reach out to us with any college needs.

I also wanted to check in to see if you had any changes or updates that you need us to attend to.  If we can be of 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.