Our latest POSTS
Sentimental Value Can Be More Trouble Than It’s Worth
If you’ve watched Yellowstone, you already know the premise: a powerful family owns a sprawling ranch in Montana. The estate’s sentimental value drives them to do just about anything to […]
Golden Handcuffs: When Compensation Becomes a Trap
It’s always a tough conversation when someone walks into my office with million-dollar compensation packages and no real freedom. In my business, we call these deals golden handcuffs. On paper, […]
NEWSLETTER – 2025 Q1
First Quarter – 2025 Advisor Desk As we close out the first quarter of 2025, uncertainty is everywhere, but we’re energized by the momentum building within the SFA community and […]
Does a HELOC for debt consolidation make sense now? Here’s what to know.
Full Article: Does a HELOC for debt consolidation make sense now? Here’s what to know. The CBS News article explores whether using a Home Equity Line of Credit (HELOC) for […]
March 20th, 2025 Webinar: Investing in Uncertain Markets
If you’re looking to gain clarity and confidence in your financial decisions, this session is a must-watch. Watch the webinar now and take control of your investment strategy! In these […]
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