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What Does it Mean to be a CFP®?

June 26, 2017

Written by Julie Betchwars, CFP®             Kelly mentioned that we recently celebrated Merissa completing her initial steps to become a Certified Financial Planner™, a CFP®. […] READ MORE >

CAISSA Investments: Market Update

June 26, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA               Caissa portfolio management in June As of the end of June, we were still taking profits […] READ MORE >

CAISSA Investments: Market Update

April 24, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA A tip for all of our clients Clients may be reviewing quarterly performance reports sent to you electronically this month. While the […] READ MORE >

I have a will, do I need a trust?

April 24, 2017

Written by Kelly S. Olson Pedersen, CFP®, CDFA  Why you may want to consider having both Many people think a trust is something for rich people only.  While the word […] READ MORE >

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