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Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their

End of Summer, Back to School, and the August BC Brokerage Newsletter! ARE YOU HAVING THE LTC CONVERSATION WITH YOUR CLIENTS????

Link to Youtube video Link to Brooklyn's LinkedIn Link to Ellevate Financial "Financial Advisors rarely take time to plan for themselves,...

This video is about Fee Only Spotlight Kate Arndt CFP Ⓡ - Bedel Financial and BC Brokerage As a financial planner, Kate Arndt's primary...

It seems Drew was born to be a financial planner. Growing up, he always wanted to help people. When he discovered the world of wealth manage

It was incredible to get the chance to talk to Tim Woodward, CFP®, MBA with Shoreline Asset Management and learn his story.

It was great getting the opportunity to talk to Thomas Kopelman with RLS Wealth on the beautiful Butler University Campus