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Friday, March 15, 2024

Thoroughbred’s very own Toby Lewis was recently featured in Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management. Discover his journey from 14 years as an...

Thursday, August 31, 2023

Thoroughbred’s very own Brian Higdon was recently featured in Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management. Discover his journey from 14 years as an...

Thursday, August 17, 2023

Whether it is traveling, hobbies, or spending more time with family, we all have big plans for our retirement. It's easy to imagine retirement, but how do we make the jump from where we are now to the retirement we envision?...

Thursday, May 25, 2023

Our Community Health Fair was a huge success! Attendees had the opportunity to gather valuable information about various topics, all geared towards promoting health and well-being. From learning about cancer prevention to exploring...

Tuesday, January 24, 2023

The new law is changing retirement plans for employees and small-business owners alike - and that’s not all.

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Tuesday, December 13, 2022

Are you financially ready for the new year? Finances are constantly changing so it is a great time to check some items off your list and prepare for your goals. Have you maxed out your retirement plans this year? Preparing for...

Tuesday, October 11, 2022

Provide for your loved ones by passing down your assets without relying on the probate process. As the old saying goes, you can’t take it with you when you’re gone — but it’s likely you’ve got some ideas...

Tuesday, January 25, 2022

If you’ve ever been employed by a company offering retirement plans, you’ve likely heard of a 401(k). But 401(k)s are not the only type of employer-sponsored retirement plans. One type of plan that you might not be so familiar with is…

Monday, August 30, 2021

To many people, money is not the most important part of your whole life, but it does play a large part. Connecting your financial goals to the rest of your life is necessary for you to be able to accomplish your goals. Unfortunately,...

Tuesday, July 6, 2021

As financial professionals, we're here to help guide you through life's journey. Whether you are retired, approaching retirement, or just ready to start your retirement planning, we offer personalized service to each and every one of...