Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

December 8, 2023

Most important Founder Message of the Year! Please Listen…

Message from Our Founder

December 1, 2023

On the road again! What a month! Facts about Fidelity:)

Message from Our Founder

November 22, 2023

Happy Thanksgiving! I am thankful for each and every one of you!

Message from Our Founder

November 17, 2023

Market is moving up. Make sure you have your financial house in order for year end!

Message from Our Founder

November 10, 2023

Shout out to all Veterans! Medicare Luncheon and Jim wins in a landslide

Message from Our Founder

October 27, 2023

Dow has its best week this year! And I need your vote! LOL

Message from Our Founder

October 20, 2023

Historic night for RWS! Plus a potential tax strategy!

Message from Our Founder

October 13, 2023

Crunch time for tax strategies! Market is up slightly

Message from Our Founder

October 6, 2023

Volatile markets, Fall Festival is coming, and meet our new Medicare Supplement Specialist

Message from Our Founder

October 2, 2023

Exciting News about Fall Festival, Jeremy, and the Team!

Ready to Take The Next Step?

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Or give us a call at 919.852.1215.