Surprises Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Making the most of surprises is a great reason to work with us. Share | Related Content It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.