Archives for May 2012

How We Work

In our initial meeting, we will start by listening. You'll see this often in our approach - in order to help you, we need to understand your specific situation - there are no good cookie cutters when it comes to building an effective financial future. We need to know what you like and don't like about your current plan, what you think a good … [Read more...]

Our Firm – Mark Guthrie

I have been involved in finance since my first business elective class I took in high school over 30 years ago. I have studied finance in undergraduate and graduate programs, have taught the subject at the university level, and spent over 25 years working for large financial service companies. I have a lifelong passion for understanding all things … [Read more...]