We would like to extend our educational resources to our Vistage friends. Below are articles and resources related to your polling questions.

Perhaps your cousin’s best friend is an insurance agent who provides financial planning. Or maybe your neighbor’s brother-in-law was bending your ear at a recent barbeque about how annuities are key to an effective financial plan. So, you may be wondering, what exactly is a “financial plan”? And when different people use that term, are they all describing the same thing?

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Read our complimentary guide on the fundamentals of estate planning including checklists to help you along the process.

  • Estate Planning Checklist

  • Executor Checklist

  • Essential Information to Share with Your Loved Ones and/or Executor

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Is Jack or Diane the Better CPA for You? There is no one-size-fits all answer to this question.

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This question-and-answer article is designed to help small business owners better understand the disability insurance/wealth management relationship.

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When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it  – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to your property, or someone getting hurt in your home or by your vehicle. Here’s a look at just a few of the questions we ask to help make sure our clients are properly insured and connected to the company best suited to their needs.

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Connect with us to discuss what’s important to you, in your life, and how we can help you get there.

Patrick D. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager

Pat leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions.

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Dina Megretskaia, CFP®, EA
Senior Financial Advisor

Dina works with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals.

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For additional resources and to learn how we help our business owner and corporate executive clients, we invite you to explore the links below.

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