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Financial Planning » Prosper, Volume Two

May 15, 2019 | Financial Planning

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Today’s Household CFO

April 22, 2019 | Financial Planning

When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Effectively Use Grandparent-Owned 529 Plans

March 20, 2019 | Financial Planning

Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …

Financial Planning » Webinar: Financial Planning FAQs

August 02, 2018 | Financial Planning

Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …

Financial Planning » Prosper, Volume One

December 12, 2017 | Financial Planning

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …


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