Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
11.10.2026
I’ve been a financial planner for over two decades, but you know what, I am still learning and maybe even more startling, I personally use a financial planner of my own. Every year my wife RoseAnne and I sit down with Sirra Anderson Crum CFP® and update our financial plan. This year Sirra did something with us and I thought it was amazing and we plan to use it with our clients – The Retirement Interview.
11.03.2026
Many, if not almost all of you reading this, have worked with us on your financial plan, and part of that includes your budget and future budgets. So, many of you have also heard me talk about my wife, RoseAnne, and my “mad money” budget. But maybe it deserves to be talked about in a little more detail.