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  • Why we’re wearing #LotsofSocks

    We’re changing up our footwear today to demonstrate our support for Down syndrome awareness. The #LotsofSocks campaign is designed as a conversation starter that eventually leads to both deeper understanding of Down syndrome and recognition of the gift uniqueness offers. We celebrate uniqueness every day in our office,… | Read More »

  • Beware the #IdesofMarch and the #IdentityThieves of spring

    Beware the Ides of March and the ide-ntity thieves of spring. Historically, the former was the date Romans settled debts accrued during the previous year and it marked Julius Caesar’s assassination.  These days, though the latter pop up throughout the year, they seem to thrive during tax season when they can pose as IR… | Read More »

  • Financial tips for women in honor of #InternationalWomensDay

    In honor of the 100th celebration of International Women’s Day, Winch Financial CEO Christina Winch, CFP®, a trailblazer in the financial planning field, offers seven key tips for women to take control of their finances. According to her, the biggest issues many women face are an unawareness of the resources available… | Read More »

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We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.

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