ASK YOURSELF, CAN I LIVE THE LIFE I WANT?
YOU DESERVE A DIFFERENT APPROACH TO DISCOVERING THE ANSWER TO THIS QUESTION
AN APPROACH CENTERED ON YOU

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“Wealth management and retirement plan management
provided by a team of advisors with specialized knowledge,
not a collection of generalists in silos.”

 

 

 

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how have we earned our reputation?

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

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