Common Questions to Ask a Financial Advisor
Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to
What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest
Financial Goals for 2022 – Things to Consider NOW
Have you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking
Step Six – Strategy
Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success
Step Five – Organization
Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube
Welcome Kirt Runyan to the SRB Team
Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant
Step Three – Vision
VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If
Exciting Announcement – Amy Gauden FPQP®
We are extremely proud to announce that Amy Gauden, who joined our firm in 2016, has earned her Financial Paraplanner
Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If