Archive | June, 2015
financially fit 2

Get $ Fit Challenge- June

Traveling can be painless on your heart, mind, and wallet! Saving money on travel is a Savvy Financial Strategy for Life! Who doesn’t like to travel? Once everything is booked, travel provides peace of mind for a while and gives you valuable time with a significant other or your family. I absolutely love traveling and […]

Read full story Comments are closed
card2494l-f

Hey! I’m The Other Half Of PFS

In every business, there are those ‘behind-the scenes’ tasks that not everyone loves to do. I’m one of the few who DOES! My name is Joyce! Ten years ago, Sara Seasholtz and I were introduced. I was presented as someone she “needed”. She was dubious. As an extremely professional “money maven” she did not need […]

Read full story Comments are closed
Happy-Fathers-Day-from-WaterFilters

Happy Father’s Day!

Happy Father’s Day to all the leading men or women out there!   Father’s Day has mostly been somewhat odd for me.  My Dad died when I was seven, and my Mom didn’t remarry.  There was little family, so the male role models in my life were mainly youth ministers from my church, and the Dad’s […]

Read full story Comments are closed
It's Raining on Sunshine

Sunshine and Umbrellas

  Is your Umbrella up even on a sunny day? This isn’t a crazy question! I’m referencing a very important type of insurance coverage that most people don’t have.  Too many don’t even know about it.  That type of coverage is Umbrella Liability Coverage.  Have you heard of it? We live in a society where […]

Read full story Comments are closed
Storm-Quote

2 Women, 1 Long Journey

Todays blog covers the journey of my client and her daughter who have both battled breast cancer. My client Gee Barker wrote a blog that I shared in October about her daughter’s journey. Her daughter was the first of the two of them to be diagnosed with breast cancer. At the age of 41, Amy went […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.