Holiday Gatherings: Sparking Family Conversations On Financial Legacy
Written by Anna O’Shea ChFC®, ADPA®, and Tyrel Lacey CFP®, ChFC® Holiday Gatherings: Sparking Family Conversations on Financial Legacy As we enter this season filled with tradition it’s amazing to see the many ways our clients choose to celebrate the holidays, whether it be with friends, family, or beyond. We believe this is the best […]
Impact Investing and How You Can Make A Difference
By Tyrel Lacey, CFP ®, ChFC® I have the opportunity to work with residents on Whidbey Island and while location is a common thread, I have found they enjoy creativity and embracing their local community. There is also something else I have noticed that connects them: they are very charitably inclined. And while they have an […]