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New site content

The Communication plan for our new suite of investment and planning services

Posted by Tom on Oct 04, 2016
Over the next several months, there are going to be a number of communications coming to our clients. This is a small preview so everyone will know what to expect. If you aren’t a client of ours, this may not interest you, but you might..
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Enhancements coming to PFYT.

Posted by Tom on Sep 27, 2016
There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started..
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KEEPING TRACK of what you own is a good start to financial planning.

Posted by Tom on Oct 17, 2015
We are regularly informed by our property and casualty insurers of the advisability of maintaining a record of our possessions for insurance purposes. It is usually recommended that we take note of the significant items in a written..
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