• Happy Thanksgiving and Giving Back to Our Community!

• • Planning
• 11 years ago
• We wish you and your family a safe and happy Thanksgiving holiday.   Thanksgiving is a special time of year for us in America. Our tradition of sharing a meal with family and friends on this holiday gives us the chance to give thanks and enjoy the abundance we are so fortunate to enjoy in... [read more]

• Senior Alert about Health Act Scam

• • Senior Resources
• 11 years ago
• Please make sure the seniors in your life are aware of this latest scam connected to the Affordable Care Act, and urge them to be cautious with their personal and medical information. The New York Times article, “Con Men Prey on Confusion Over Health Care Act” by Jessica Silver-Greenberg and Susa... [read more]

• Happy Veterans Day 2013!

• • Holidays
• 11 years ago
• We honor the dedicated service men and women who served in our country’s Armed Forces and made sacrifices to safeguard America and the freedoms we are so blessed to enjoy in our country. Our office is proud to have two veterans — and the mother of a veteran — in leadership positions on our staff. ... [read more]

• Protect Yourself and Your Loved Ones: Don’t Let the Seniors in Your Life be Exploited!

• • Senior Resources
• 11 years ago
• Fall is definitely here, and on this fun day for tricks and treats, we wish you and your family a safe and enjoyable Halloween Day and enjoyable holiday season. Unfortunately, during this happy season when we have more opportunities to spend quality time with our family and friends, we also have ... [read more]

• Come Hear Grady Speak about Planning In Orange Park and Jacksonville on November 7, 2013

• • Events
• 11 years ago
• Grady is speaking about Trusts, Wills and Powers of Attorney on Thursday, November 7, 2013, at 10:30 a.m. to Noon at Vystar Credit Union, Orange Park Branch, 182 Blanding Blvd., Orange Park, as a Vystar Educational Seminar Series event. Grady is also speaking about  Lifetime Legal Planning at Mag... [read more]