Skip to content
mega_bkgd

Start by reaching out.

Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

Talk to one of our financial advisors today and let's partner together for your future.

FIND OUT HOW >>

Are you searching for someone who can help build your trust, create a valuable connection, and guide you to financial stability?
insights_header

Insights

Your source information pertaining to investment management, financial/business planning, insurance services, and retirement guidance.

Market/Economic Update

Discover the latest market and economic insights every quarter straight from John Bullman, our Chief Investment Officer.

William Purvis4 min read

Private Credit – What It Is and Why We Allocate

Over the past few years, the private credit asset class has been a hot topic among ...
Start Reading
Josh Orton, CFP®7 min read

Roth Conversions: How to De-Tax Your Retirement

Simply put, a Roth conversion is the movement of funds or assets from a tax-deferred ...
Start Reading
Natalie Irwin, Operations Manager, Financial Advisors6 min read

The Complexities of Estate Planning and your Legacy

Talking to your family or trusted friends about what happens after you pass away can ...
Start Reading
LGT Staff3 min read

Volatility and its Role in Investment Performance

The concept of risk-return tradeoff is one of the most fundamental philosophies of ...
Start Reading
John Bullman, CFA, CAIA4 min read

Quarterly Market Update

Coming off a year of uncertainty and somewhat unexpected market movements, 2024 has ...
Start Reading
Josh Orton, CFP®7 min read

Retirement Planning Steps You Can Take Today

Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
Start Reading
Josh Orton, CFP®3 min read

What is a financial plan? Do I need one?

What is a Financial Plan? The CFP Board (Certified Financial Planner Board of Standards) ...
Start Reading
Natalie Irwin, Operations Manager, Financial Advisors2 min read

Why You May Need a Financial Advisor

In today’s climate of uncertainty, it is never too late to build a plan for success. ...
Start Reading
Natalie Irwin, Operations Manager, Financial Advisors3 min read

Savings 101: Pay Yourself First

When payday comes, where does your money go? A good rule of thumb is to pay yourself ...
Start Reading
Miller Bentley, Financial Advisor4 min read

What You Need to Know About the Market in 2022

Growing up in the southwest my family undertook a couple of cross-country road trips that ...
Start Reading

Talk to one of our financial advisors today and let's partner together for your future.