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Ronald P. Harvey, CFP®, C. Dir. Fellow of FPSC™, FCPA, FCGA

Senior Financial Advisor

Sharon Boothroyd, B.A., CFP®

Senior Financial Advisor

Latest Blog Posts

Expert Estate

24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

sudden wealth

19 September, 2018

Sudden Wealth Paradox: Managing Your Money

When a financial windfall happens – from the sale of a business, the sale of a house or farm, an inheritance, or even lottery winnings – you would think you’d be on

19 September, 2018

Exit cleanly or stay involved?

You’ve spent decades building your business and making it your own. Retirement is on the horizon, and it’s time to think about transitioning your company to a succes

19 September, 2018

Winterizing your lifestyle

By now you’ve likely noticed the weather outside isn’t as warm as it was a few months ago. Although we’re never quite ready to let go of the fall, it’s important to

 

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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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