Plan Today, Own Tomorrow

Today, we honor the heroes who gave everything to secure the liberties we enjoy.

Wishing you and your family a meaningful Memorial Day as we remember the fallen.

Everyone could use a little extra money … and scammers know this.

Through false promises and clever schemes, con artists stole more than $7.9 billion through investment scams in 2025. Here’s how you can avoid adding to that total this year.

https://ow.ly/T9g950YN9qp



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

With people losing big to investment scams, learn how to spot and avoid them You might be interested in making money through investments. Who isn’t? So offers that promise big returns might draw your attention…and scammers know this. They use those promises and clever schemes to lure you in and, unfortunately, people are losing big money on investment scams. In fact, FTC...

Two pros talking shop.

Garry Thurman and Tim McDermott have decades of experience in financial services. On “Plan Today, Own Tomorrow,” they reveal the trends their seeing in real time, and more importantly break it all down in layman’s terms.

Before we dive into the dollar and cents, we get to know every person we work with on a personal level.

In our opinion, that’s the only way to create a fully customized plan tailored to your unique needs and goals.

Spring cleaning your finances doesn't require dramatic lifestyle changes, just a look around for hidden culprits that can be easily cleaned up and replaced with better habits.

Here's where to look:
https://ow.ly/Yxqj50YNLb6



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

Tim always takes the time to plan.

On “Plan Today, Own Tomorrow,” Tim McDermott explains how financial decisions in the present can pay dividends for the duration of your retirement.

We help bridge the gap to a better financial future.

The transition to retirement is exciting, yet complex. Tune into Plan Today, Own Tomorrow for timely financial insights that apply to today’s retirees.