Monthly Archives: June 2017

//June

Why Invest with a Financial Advisor. Reason #1

Since 1986, when I started as a financial advisor, I have heard many people say they don’t really need an advisor, or they don’t think the money they might pay an advisor is worth the cost. Well one of the reasons we believe that most people should use a financial advisor is investor performance. A [...]

By | June 6th, 2017|Blog, Investing|0 Comments

First Friday Breakfast with the Carlsbad Chamber of Commerce

We had a wonderful morning at the Carlsbad Chamber of Commerce First Friday Breakfast. Art Barter, Servant Leadership was an amazing speaker.

By | June 2nd, 2017|Community Events|0 Comments