By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Marriage and long-term relationships are wonderful partnerships. There is love, companionship and often an understanding of each other (continued).
Read MoreGood customer service isn’t something everyone is born knowing. While most of us have been customers the better part of our lives in one aspect or another, many of us (continued).
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I hosted a Wine, Women and Wealth workshop at my office recently. 15 lovely ladies joined me for (continued).
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I met with a lovely couple for the first time recently who asked me to review their current (continued).
Read MoreFind out about upcoming events and to see what’s happening at the Portage County Business Council! The Portage County Business Council’s “The Active Voice“ digital magazine for March/April is now available! (continued).
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We work with a substantial amount of people throughout the course of a year who are actively planning (continued).
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When you see the words unexpected money you may conjure a vision of the person who wins the (continued).
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