Displayed on a colorful wall in the office, our core values serve as a daily reminder of the cultural foundation we have built and sustained. This culture is one in which we are devoted to making a positive impact on the lives of those around us through education, awareness and support. We use a variety of outlets to enhance these educational opportunities like our radio show “Money, Riches and Wealth,” face-to-face client meetings, seminars and published newspaper articles. Through educating the community, we strive to empower those around us to make and implement educated financial decisions to help reach their goals.
Debunking the Annuity, an interview with Wade Pfau CFA, Ph.D. Listen now to Wade explaining the truth behind annuities.
Our experienced team has been providing valuable financial advice since 1984 and since then, the Internet has changed the world we live in. In order to help navigate the world wide web of free information … READ MORE >>
As The Financial Consulate strives to serve as a leader in educating the public on personal finances, it is necessary that we be committed to expanding our own knowledge on a continual basis. The Consulate Journal allows members of our team to share their knowledge openly and give others the opportunity to learn about a range of topics from high-deductible health insurance … READ MORE >>