Thank You!

Lisa HandleyBlog, Family, Generosity, Relationships, Spiritual, Stewardship, Wisdom for Life

Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.

Three Steps To Eliminate Stress from Your Portfolio

Lisa HandleyBlog, Business & Personal Growth, Financial & Estate Planning, Investment Management, Money management, Retirement Planning, Stewardship

“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing in many types of investments.