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With many of us having several different email addresses due to clutter, promotions, advertisements and other junk mail, the last thing we want to do is be a part of all that noise. That is why we pride ourselves on curating valuable resources that we send just once per month. We expect our newsletter subscribers to look forward to our monthly newsletter which includes interesting articles that will help you gain clarity for your financial future. Not all of our articles are about money though. We strive to help our readers get organized, communicate better with their loved ones, have a clearer sense of their goals, and live a healthy and balanced life.

For those who do not wish to receive more email, we happily send out our newsletter via the US Postal Service. We produce it ourselves and it is chock full of information and entertainment you will actually enjoy reading. There are articles about Wilmington past and present, book reviews, articles about clients who have started businesses, and, of course, a Sudoku puzzle in each issue. And, last but not least, David writes an article about retirement planning each month with information we predict you will be glad to have. Not to brag, but we have received many compliments over the years.

Are you curious yet? If so, enter your name and address below and we will send you a few complimentary issues. It’s an easy way to get to know us.