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Money Management for the Middle Class

Money Management for the Middle Class
Not much has changed in the 21 years since Mike Engler founded his own wealth management company. On some evenings he still finds himself seated at a client’s kitchen table, eating pizza as

Show me the Purpose - of the Money

Show me the Purpose - of the Money
Financial management shouldn’t just be about the number of dollars in an account. Instead, it ought to focus on the purpose those dollars represent for funding the aspirations,

Making the Real Choices of Retirement

Making the Real Choices of Retirement
Helping clients confront the financial realities characterizing today’s retirement – often longer and more active than those of previous generations – is a growing part of the job description for

Education and Communication at The Forefront

Education and Communication at The Forefront
Tim Fallon, founder of Fallon & Associates, LLC, and Investment Advisor Representative with Horter investment Management, LLC work to ensure that a client’s retirement funds don’t run out

All the Right Moves

All the Right Moves
Keeping clients on track for retirement . For the small business owner, time is in limited supply. The bulk of it is spent on managing personnel, driving profit margins, balancing budgets

A Fiduciary Approach:

A Fiduciary Approach:
Keeping Clients Protected and Advisors Busy. Providing a consistently special client experience hallmarked by always placing  client interests first

Taking the Role of Buyers, not Sellers

Taking the Role of Buyers, not Sellers
Insurance Experts Negotiate For the Best Rates and Policy Terms. Entrepreneurs, business owners and wealthy individuals understand the value of life insurance and, because of their complex

A Two-Part Journey Going “Down the Mountain”

A Two-Part Journey Going “Down the Mountain”
May Pose the Greatest Risk. When we think of wealth management, we typically think in terms of accumulation—building a nest egg.

The Financial Doctor is in

The Financial Doctor is in
Creating an income stream that lasts a lifetime isn’t accomplished without significant planning. In Charlotte A. Dougherty’s professional experience, it also takes a written plan that guides both

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