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Moving Homes: Good Grief, Let’s Hope That’s The Last Time

Moving homes isn’t a simple task. Our advisor discusses why it was difficult to move from his first home with a growing family.

Vacation Homes: Should I Buy Or Rent?

Are you thinking about vacation properties? Should you buy or rent? Charlie Kerwood, CFP, ChFC, AEP, talks about many factors you should consider before taking the plunge.

Why Is My Home Insured For More Than Its Market Value?

Insurance is important for your home. Do you know what’s covered? Our article explains what you need to consider for home insurance to protect yourself.

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Firm History Our firm has evolved over time, but our culture remains the same. Our core principles are integrity, service, trust and dedication.... Read more »

Keeping Perspective

We understand that everyone is living in uncomfortable times surrounded by uncertainty. It is important that we remain calm and not let emotion cloud our judgement. In this article, Charlie Kerwood talks about why we have a specific process in place to protect our client’s portfolios.