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CLIENT PORTAL

James Bode

MANAGING PARTNER

    Change as Opportunity: Navigating Advisor Transitions with Confidence

    Change has a way of forcing us to stop and think.

    Why Early Planning for College Matters: Insights from Our Family Journey

    For the past 15 years, I've been discussing college planning with many of our clients, but now that...

    Retirement Planning Tips: 9 Things To Do Before You Retire

    Intentionality: The Secret Ingredient in Retirement Planning Tips Retirement is a big deal. It’s a...

    Ask For What You Want: A College Decision and Financial Planning Story

    This is the third of a three-part series on College Planning. To read the first segment, click...

    7 Questions Parents Should Ask Regarding How to Pay for College

    This is the second of a two-part series on College Planning. To read the first segment, click here.

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Fee-Based Vs Fee-Only Financial Advisors: How Does Your Financial Advisor Get Paid?

    The question of financial advisor compensation is central to establishing the relationship between...

    Preparing for Life After Selling Your Financial Practice

    There are financial advisors who, after years of cultivating a client base and looking to sell...

    Feeling Stuck? A Personal Story of Overcoming Challenges

    Let me begin by saying that I consider myself an optimistic person. This doesn’t mean my life has...

    Beyond Revenue: 8 Determinants of Valuation for a Financial Advisory Business

    If you’re thinking you’d like to sell your practice at some point, you’ll want to know what it’s...
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