Serge Sonier, CFP, CLU®
Senior Financial Advisor
Recent Posts
I’ll be gone anyway, so why plan my funeral?
Nov 05, 2024
Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....
Read moreDiversification working on a comeback
Oct 28, 2024
The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...
Read moreHave you reviewed your choice of executor?
Sep 26, 2024
What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....
Read moreLeave a Note
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