Setting Goals for 2022

Most of us enter a new year with one or more goals, but it’s important to realize that not all goals are created equal. If your financial health is on your mind and you want to meet your money objectives this year, you have to set the right type of goals. Using the ‘S.M.A.R.T.’ acronym […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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