Cards for Clients: Warm Holiday Wishes from Advisors
December 12, 2017
It’s the most wonderful time of the year. The holidays are upon us and that means it’s time for bright lights, cheerful...
We Celebrate Thanksgiving by Continuing to Give Back
November 20, 2017
This is the time of year we give thanks. We give thanks that 2017 has been a surprisingly strong year for our country so far,...
Don’t be Scared of Your Financial Future
October 30, 2017
Halloween may be the “spookiest” time of the year, but we find many people are constantly scared of their financial future....
Tax Moves to Make Regardless of What Happens in Washington
October 25, 2017
Death and taxes are two sure things in life. But steps you make before the end of the year can help mitigate the tax bite you'll...
How to Buy Your First Home
October 12, 2017
Buying a home is one of the most -- if not the most -- significant purchases of your adult life. So, you'll want to make sure...
We Are Proud to Share Our Support
October 5, 2017
Our clients are some of the most generous people we know. That’s why we are proud to follow their lead as we support efforts to...
Changing Client Needs Create Opportunities
October 3, 2017
In the not-too-distant past, financial advisors and clients often focused primarily on investments. Advisers focused on managing...
Two Standards to Look for in a Financial Advisor
September 28, 2017
By Elaine Lee You probably have spent your time working, raising children and maybe even caring for aging parents. You’ve...
MarketWatch Invites Liz to Share Her Goal-oriented Approach
August 31, 2017
When financial advisers ask about their clients’ goals, they often hear something like “I want growth with moderate risk.”...
Hurricane Harvey: Helping Clients After the Clouds Clear
August 27, 2017
As Hurricane Harvey bore down on the Texas coastline last week, adviser Liz Miller and her colleagues at Summit Place Financial...
Last-Minute Tips for Paying for College
August 24, 2017
With orientation underway at many schools, families with college-bound kids are suddenly feeling the enormous weight of those...
Congratulations to Elaine Lee!
August 17, 2017
We’re proud to share that Elaine Lee has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP® certification...