Wesley Cummings - Financial Advisor

06/01/2021

The new year is a good time to review your progress toward achieving your goals. [EDJ2021]

Tips for putting your portfolio into perspective from investment strategist Scott Thoma.

05/31/2021

Today, Memorial Day, we honor those who have sacrificed their lives for our country.

[EDJ2021]

05/30/2021

Looking for more ways to help save for your child’s education? A 529 plan offers tax-free growth and tax-free withdrawals on money spent for education.

[EDJ2021]

05/29/2021

How can I help provide you with more financial education? Reach out today!

[EDJ2021]

04/28/2021

As a new parent I now understand the deep desire all parents have to set their kids up for success. There are so many ways I want to do this my little ones. I want to teach them right from wrong, give them the tools to eventually succeed in the world but also make sure they don't have a financial burden that can be avoided by some smart financial planning today.

Whether our kids are 5 months or 15 years we have college in mind. One major misconception is that planning and saving for college costs a lot. Let me tell you... This. Is. Not. True!

You can afford to start planning TODAY for your child's future!!! With a small seed investment and a smaller monthly/annual contribution commitment you can make a major difference on your child's future.

Do not wait! Call me now. Lets partner together to make sure your child's future is brighter than it was before you read this short post.

I help you achieve a financial peace of mind. I do this through an established process of understand

04/13/2021

The year 2020 took so much out of so many of us. Everyone was hit and dealt with the consequences of COVID-19 in different ways. I know I was affected personally in many ways and I know many of you were as well.

The last 12 months I have been partnering with my clients to weather the storm that 2020 ended up being. Some were laid off, furlough and others lost considerable amounts of business. There was nothing we could do to control these things.

What we could control was partnering together to address the current and future financial needs they had. I was able to successfully create comprehensive financial strategies to take advantage of the economy where we could. These plans ranged from college savings accounts, investment accounts and retirement accounts. It proved crucial for my clients to have a professional on their side providing guidance for the turbulent times.

Are you trying to plan your financial future on your own? Don't. Call me. Let's talk and discuss what we can do for you to maximize what the economy is bearing out.

Don't leave your kids education, your retirement or the unexpected to chance. We can be prepared for it. Call me.

I help you achieve a financial peace of mind. I do this through an established process of understand

04/10/2021

There are so many places where you can put your money. I can help you create a
financial strategy that fits your needs. [EDJ2021]

04/09/2021

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

[EDJ2021]

04/08/2021

With the new year upon us, have you checked in on your future financial picture? Wondering where you should invest your money? Invest in yourself. Let’s talk and plan your financial future, together. [EDJ2021]

04/08/2021

Happy National Pet Day! Let’s take a moment to celebrate all the special animals in our lives. Share a picture of your furry, feathery or scaly friend with us.

[EDJ2021]

04/05/2021

If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting.

[EDJ2021]

Last year we were just trying to roll with the punches. Hopefully now we can apply some of those survival skills to our finances.

04/03/2021

The pandemic has had a big impact on families that need caregivers. Many have graciously taken on this role to support their parents and other family members. If you are one of these inspiring people, read how to balance this job and take time for yourself.

[EDJ2021]

Many middle-aged caregivers are already squeezed between the needs of children and aging parents. Add a pandemic to the mix, and the stresses mount.