Kaled Khaznehkatbi, Investment Advisor Representative

09/02/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

09/01/2026

Prostate cancer is one of the most common cancers among men, and also one of the most treatable when it's caught early.

This September, during Prostate Cancer Awareness Month, we're encouraging the men in our lives, and ourselves, to make time for the conversations and checkups that matter.

A quick conversation with your doctor could make all the difference. Here's to catching it early.

09/01/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

09/01/2026

If you were to die tomorrow, could your family pay off your debts? Life insurance can be a safety net should the unthinkable occur. Call us today to put the right coverage in place.

08/31/2026

08/30/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

08/29/2026

Aug. 29 is more Herbs, Less Salt Day! Eating a healthy diet is often easier said than done – it takes effort to prepare nutritious food, especially when less-healthy options are often more convenient. A small step can be subbing herbs for salt; give it a try.

08/28/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

08/26/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.