Aug 18

Planning to Protect Your Assets

By Beverly Davidek

Planning to protect your assets is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important.​The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death because you are 100% guaranteed to […]

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Aug 04

Small Business Financing at the End of the Brick and Mortar Era

By Beverly Davidek

As more banks close local branches and eschew brick and mortar growth, small businesses face uncertain times. With fewer branches in which to form trusted financial relationships, business owners often must rely on online banking for everyday needs. This poses a problem for small business owners who previously benefited from personal relationships with bankers when seeking […]

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