Medicare Open Enrollment is here! Are you confident you have the right coverage for the year ahead? Check out our latest blog for helpful insights and tips to navigate Medicare Open Enrollment with confidence! buff.ly/JQSUNug #MedicareOpenEnrollment #FinancialPlanning

October is Financial Planning Month! Have you checked in on your financial goals lately? Now is the perfect time to: ✅ Revisit your investment strategy ✅ Update your retirement goals ✅ Make sure you're on track for the future you envision #FinancialPlanningMonth

We were proud to be a Gold Sponsor of last night’s First Citizen of Chesapeake Banquet honoring Ms. Vonda Chappell, a wonderful evening celebrating leadership, service, and community impact.

Our investment team recently attended the JPMorgan Investment Forum, gaining actionable insights and exploring strategies for navigating today’s investment landscape. We’re proud to invest in our team’s knowledge so we can continue putting our clients’ financial goals first.

Medicare Open Enrollment starts Oct. 15 and runs through Dec. 7! Watch for your Annual Notice of Change (ANOC) arriving soon. Review your coverage, medications, providers, and costs now so you're ready to make changes if needed. #Medicare #OpenEnrollment

Today, we pause to remember and honor the lives lost on 9/11, and the countless individuals and families whose lives were forever changed. We remember the courage of the first responders and the strength of those who came together in the aftermath #NeverForget #9/11

Our office will be closing early at 3:00 pm today as we celebrate the hard work and dedication of our team! We will reopen on Tuesday, September 8th at 8:30 am. Wishing everyone a safe and relaxing holiday! #LaborDay #OfficeClosure

Faithful giving and thoughtful planning can go hand in hand. Whether you tithe regularly, support your local church, or contribute to causes close to your heart, a Donor-Advised Fund (DAF) may provide a tax-efficient way to give. Contact us to learn more! #CharitableGiving

"What can I do today that will make a lasting impact on my child's future?" The investment into a 529 education savings plan you make today can help support their dreams for years to come. buff.ly/cTMiz3m #529Plan #BackToSchool #LegacyPlanning #EducationSavings

Big congratulations to Logan and Isaac on passing the Series 65 exam! We’re proud to celebrate the dedication, hard work, and commitment it took to get here. Way to go! #TFG #ProfessionalGrowth #Series65

Save a little while you shop this weekend! Virginia's Tax-Free Weekend is here, making it a great time to stock up on qualifying school supplies and emergency preparedness items. Learn what's eligible and start planning your shopping list here: buff.ly/G9p3IZI

Helping your adult children financially can be one of the toughest balancing acts parents face. In our latest FTOC video, we discuss how to support the people you love while keeping your own retirement goals on track. Watch now for practical insights: buff.ly/nPxXtn4

Did you know that the happiest retirees often have three things in common? Strong relationships, a sense of purpose, and a plan for their time. Financial independence creates opportunities, but a fulfilling retirement requires intention. buff.ly/VTMlRPC

In honor of the 4th of July, our office will be closed this Friday. We wish you a safe and happy holiday filled with family, friends, and fun! We’ll reopen on Monday, July 6th at 8:30 a.m. #July4th #IndependenceDay #OfficeClosure

Retirement isn't one-size-fits-all—and neither are your living options! In our latest FTOC video, we break down the four main retirement living options and discuss key factors to consider. Watch now to gain helpful insights for the next chapter of life! buff.ly/inKf03B

Today we celebrate the fathers and father figures who inspire, guide, and support us every step of the way. Thank you for the lessons, encouragement, and example you set each day. Wishing all the dads out there a very Happy Father’s Day!

Did you know where you hold your investments can impact how much you keep? Asset location is an often-overlooked strategy that can help boost after-tax returns. Curious how it works and what it could mean for your financial plan? Read our latest blog: buff.ly/BGB9HkL

Some of the best financial advice comes from the life lessons we learn growing up. Many of those lessons are echoed by our financial advisors every day. Check out this blog on how parental wisdom can inspire financial success at every stage of life: buff.ly/9R3af6z

Last Friday, our team kicked off summer with a fun-filled gathering alongside our families! From great food and games to time spent connecting outside the office, it was a wonderful opportunity to celebrate the people who make our team so special. #TFGSummer

Summer is here, and so are our Annual Summer Hours! Check out our updated schedule below and have a safe and relaxing summer! #TFGSummerHours