Disrupting Retirement Planning

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Social Media Statement

In our corporate culture, we believe it is important to maintain a healthy and balanced relationship with social media. As part of our commitment to fostering an effective and productive work environment and prioritizing the well-being of those we serve, we feel it is important to limit the time, energy and effort we place on our social media presence.

While we don’t completely abstain from all forms of social media, we prefer to post intermittently and share relevant information as appropriate. We believe there is value in raising awareness online, but also know that time is a valuable resource. Therefore, our focus remains on developing and strengthening personal relationships by producing content that is curated for your specific needs rather than simply to broadcast it everywhere.

Our internal messaging and goals center around “doing” instead of “disseminating” and to do so in a way that projects a positive yet transparent view of what it takes to run a suite of successful businesses. You will find us on LinkedIn, YouTube, as well as Facebook, and can follow much of what we do on our website(s). However, the best way to reach out or to engage with us is to schedule a time to come into our office, through a phone call, text, zoom meeting, or email.

We want to thank you for your support in this approach to managing technology and the development of both a corporate culture and client service model that puts people first.