Celebrating 25 Years of Success!
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Celebrating 25 Years of Success!

Celebrating 25 Years of Success!   As we close out October and enter into November, I am reminded of what a special time of year this is for me. You see, it was twenty five years ago that I acted on a long-time vision of servicing clients all over the country while working from my…

Let Me Tell You About A Man Name Jed…
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Let Me Tell You About A Man Name Jed…

The aim of marketing is to know and understand the customer so well that the product and service fits him and sells itself. – Peter Drucker Several years ago we had a new client by the name of Jed* who was a financial advisor. Prior to hiring us, he had spent a lot of time…