Serving families, businesses, estates and trusts in all things financial for several decades, Jill and Frank have been referred to as personal financial trainers. Embracing close, multi-generational relationships with their clients helps them understand the complete financial picture, inclusive of family dynamics and value-driven goals. Known by their clients for no-nonsense straight talk, Jill and Frank are passionate about educating clients, family and friends by lifting the fog of confusion surrounding investment products marketed by national sales teams, ignoring the noise prattled by reactive pundits and guiding clients in making sound decisions, following simple prudent action plans to secure their financial independence.
An event every week that begins at 12:00 pm on Wednesday, repeating until May 13, 2020
The Bigfork Rotary meets every Wednesday at noon at Community Methodist Church.
The mission of our endeavor is to help Veterans to succeed in life by giving them the opportunity for access …