Our Learning Center

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Client Education, Financial Managment

Ben Bernanke, Former Chairman of the Federal Reserve, once said:

“Among the lessons of the recent financial crisis is the need for virtually everyone — young and old — to acquire a basic knowledge of finance and economics.”

We agree. In an effort to assist you in gaining more insight into the financial world, we have provided very helpful information on our website. For instance, if you click on the tab “LEARNING CENTER” in the top menu bar, you will find ”Flip Books” in the drop down menu. Currently there are four Flip Books for your review.

  • Financial Management Insight
  • Understanding Social Security and Medicare
  • Higher Education: College Saving and Funding Strategies
  • Investing Basics

Scroll through one or two of these Flip Books; we think you will be pleasantly surprised at the amount of helpful information inside.

And, of course we’re here to answer any question you may have on any of this. Just give us a quick call or email.