Don't wait to complete these important year-end tasks. Steve Lear | Nov 10, 2023 Please contact us by December 15 if you need assistance.
Charitable Giving and Planning for Your Legacy Steve Lear | Nov 8, 2023 Categories Charitable Giving Estate & Legacy Planning My years of experience in the financial service industry have helped me understand the value and impact charitable giving brings to individuals of all economic backgrounds...
Fall 2023 Market Commentary Steve Lear | Oct 6, 2023 Categories Investments Market Commentary The U.S. economy continued to grow during the third quarter with an expected increase in gross domestic product (GDP) of 4.9%...