Broker Check

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

IT'S OUR SEPTEMBER "NEW ENGLAND STYLE"

CLIENT RAFFLE

Our Process
Our Values
Our History

Will Your Birth Date Bring You The Sights, Sounds and Smells of a "New England" September?

Congratulations to our September Winner!

Stay tune for next month's Client Birth Date Raffle

2023 Cetera Investment Conference

Our Process
Our History
Our Values
Our Resources

Rob and Irene spent 3 days at the 2023 Cetera Investment Conference with 1400 other advisors and 100 client service representatives.  Rob attended back-to-back investment sessions as well as practice management workshops learning the latest financial planning software.  Irene attended special tract training for support staff.  After the early mornings to dinner time trainings, everyone enjoyed entertainment from Wayne Brady and a great concert with Train.

It's Our August Client Raffle 

Celebrating American Adventure Month


The DogClient Centered

The Dog Days of Summer

Are Back!

Will Your Birth Date Have You Prepared for 

Your Summer Adventures?

Do you have the adventurous Birth Date?

Thank You To All Who Participated In Our July Client Raffle

Welcome to Our July Client Picnic Raffle

Hoorah for the Red
White and .....
Patriotic Dog?...Blue

Thank You To All Who Participated In Our July Client Raffle

It's Our June Client BBQ Birth Date Raffle!

Our Values

Is this for me? Is it really for me?

Our Process

Maybe if I act smart, I'll get a juicy something off that good smelling hot box over there.

Our History

I think I'm at the wrong BBQ...but I did find an appetizer with a long tail!

Thank You to all who participated in our June Client 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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