Messages fromOur Founder


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

Message from Our Founder

November 13, 2020

It’s Friday the 13th and I am feeling pretty lucky!

Message from Our Founder

November 6, 2020

What a week! Covid is on the rise, markets are going up, and by the way who won the election?

Message from Our Founder

October 30, 2020

Tough week for the market, but the weather sure is nice:)

Message from Our Founder

October 23, 2020

Debate took my advice and the ULTIMATE Conversion!

Message from Our Founder

October 16, 2020

or should I say the Founder’s Daughter?

Message from Our Founder

October 9, 2020

Message From Our Founder Has a New Look This Week!

Message from Our Founder

October 2, 2020

Message From Our Founder: The Losing Streak is Over & the Great Debate, I Mean Debacle!

Message from Our Founder

September 25, 2020

Message From Our Founder: Thank goodness September is almost done!

Message from Our Founder

September 18, 2020

Message from the Founder: Check out our Webinar and “Will the Election Rattle Your Retirement?” report!

INTERVIEW ON CBS!

September 18, 2020

EXCLUSIVE INTERVIEW! What is the number one question we get asked by retirees? Check out Brian’s recent interview, as seen on My Carolina, to find out!

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