happy financially secure retired couple laughing and enjoying each other on a blue background.

News

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know
By Ben S. Lies, MBA, RSSA

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know.

Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. Last March, the CARES Act allocated funding to support the U.S. economy and workers through the Coronavirus pandemic. The legislation included a number […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionnaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information