Author page: James Petterson

FOR UNCERTAIN TIMES, SEEK ADVICE

What does uncertainty mean to me and my Financial Future? With the pandemic of COVID-19 sweeping the our country and over the world, many are experiencing financial upheaval. Let’s help with the anxiety With the ongoing escalation of the COVID-19…

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Code of Ethics

Code of Ethics is a set of principles and core values that lays the foundations for the financial planning industry. The Code and the Standards within it are a matter of legal obligation and provide a foundation for conduct for…

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Get money out in the open

Money talk can be one of our biggest taboos with recent surveys saying that the topic most avoided by parents is money.  If this is true how will our kids learn to thrive in the invisible money age? Find out…

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