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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

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Shannon Dana | Oct 4, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Shannon Dana | Aug 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Woman with graduation cap looking at the sky
Shannon Dana | Aug 24, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Shannon Dana | Jun 5, 2023

First 100 days of 2023 - Market Watch

LPL Research
Macro Market Movers
Market Commentary
Market Watch
Through that 100th trading day on May 25, about 40% of the way through the year, the S&P 500 Index has gained a solid 8.1% (excluding dividends). That milestone
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Man sitting on a park bench and working on a laptop
Shannon Dana | Mar 17, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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A calculator and a pen on top of a graph
Shannon Dana | Mar 17, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Securities offered through LPL Financial, Member FINRA & SIPC. Advisory services offered through Western Wealth Management, a registered investment advisor. DC & Associates and Western Wealth Management are separate entities from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, HI, IL, IN, IA, GA, KS, MI, MO, MT, NY, NC, OK, OR, PA, SD, TN, TX, VA, WA.

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