Broker Check

Here's where we enjoy sharing some of our interests outside of the financial planning and investment world!

Welcome to our Easter Client Birth Date Raffle

Our History
Our Process
Our Values
Our Resources
Client Centered

 Did the Tarlov Easter Bunny

  pick the egg with your birth date inside?

 7/24/1965



Client Centered


Welcome to our

March

St. Patrick's Day Client

Birth Date Raffle


Client Centered

Did One of the Leprechauns Sniff Out

Your Birth Date to Win the

Pot of Gold at the

End  of the Rainbow?

And The Lucky Birth Date is ....

CONGRATULATIONS to our March Birth Date Winner!  

Watch for the Bunny Pic Next month.

Our Process
Our History
Our Values

Welcome to our February Valentine's Client Birth Date Raffle

Flowers for your favorite Valentine

Will Your Birth Date get your favorite Valentine a bouquet of flowers? 

Congratulations to February's Valentine's Winner and to all who participated. 

      Will you have the luck of the Irish come March?

Stop back in to check for our St. Patrick's Day Birth Date Raffle next month.

Our Process

Did someone say

Winter WALK??

Our History

When I was young, we walked uphill both ways in the snow to get to school....

Our Values

I lost my stick in the snow....again!

Client Centered

Welcome to our January

Client Birth Date Raffle

****

Let's see if the lucky Birth Date helps you enjoy

a warm treat after your

Winter Wonderland walk.

Congratulations to our January winner and thank you to all that participated. Keep watch for Client Valentine's Raffle.

Happy Days are here again

Happy Days are here again

With Medicare Annual Enrollment season behind us, Jackie is back to making her greeting cards!

And I thought the World Marble Championship was exciting!

OCTOBER IS ADOPT-A-DOG MONTH

Pearlie was found 5 years ago on the streets after a hurricane. Claudia replied to a Facebook post and  there she was when I returned to Florida.  Nelson and Miles were also adopted, not by us, but by Pearlie. She has been there "mother" ever since they arrived as puppies, and Pearlie can be seen running all over the farm with the two pugs in pursuit!

Nelson (October Raffle Prize) 🙂

Nelson (October Raffle Prize) 🙂

Pearlie

Pearlie

Miles

Miles

Prince Charlie and Princess Girly live a wonderful life in their FOREVER HOME

with their mom Diane.  Both are rescues approximately 10 years old.

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WOW, is that a Birthday Cake ?

WOW, is that a Birthday Cake ?


Sero celebrates his 6 month birthday.

FIRST TOUCH

FIRST TOUCH

Claudia and Sero's first meeting.

Hanging out with High School Besties!

Hanging out with High School Besties!

Great time this weekend with old friends and new ones. Great seeing my two high school besties, Gene Gettler and Bob Connolly, all first reunion attendees and first time together since 1974, when I was "preoccupied" getting married. Gotta get our brides of 128 years to the next one!

This week, Jackie attended what only she could describe as the Greatest Show On Earth!

Now, I've had friends fly out to the Final Four, down to the Superbowl and up to the US open.

But our Jackie, she lives on the edge and now she can scratch another item off her bucket list. 

This week, she attended the National Marble Championship in WILDwood, (how apropos), NJ.




The thrill of victory, the agony of defeat, stands overflowing with excited and often unruly fans screaming their favorites to victory.

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Did she fly there?  Oh No!  She arrived by transportation way more efficient than a Tesla and with speed only a SST could beat.  For those thinking Concorde, OMG no, SST is Super Slow Turtle, but who knew that she and her cousin could pedal so fast!

39 degrees, wind gusts of 35mph, in Lexington and it's showtime!  A tad nippy for a Florida gal and her horse!

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Claudia arrives at the USDF National Champanionship - Showtime on Sunday

Almost there!

Almost there!

Claudia and her horse arrive in Lexington for the USDF National Championship

Claudia and her horse arrive in Lexington for the USDF National Championship

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So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.

So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.


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