12|01|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: Retirement Planning, 401k, IRA, ROTH, SIMPLE IRA, SEP IRA We hope you all are doing well! We are reaching out...
05|05|2023
We are excited to introduce Ashley Walker to our FFS Team! Ashley is your scheduling captain and will be managing the day to day operations to help keep our staff on...
03|31|2023
It is with humble gratitude and tremendous appreciation that we announce the departure of Stefanie Gatti as our Administrative Assistant. Stef has recently accepted a position within the Peyton...
08|11|2021
We’ve opened the doors to our new building and can’t wait to show you around! Located in historic downtown Monument, you’ll find us conveniently located at the corner of...
05|22|2020
Financial Action, Inc. is excited to introduce Kerry Hilsabeck as a member of our team! Kerry has lived in Colorado Springs for 13 years and has a Bachelor’s degree...
03|13|2020
Hi, Everyone! As many of you know through your reviews this year, we have overcome a large hurdle in our office and are still managing to grow our...
03|12|2020
We pray this finds you and yours healthy! That being said, we absolutely understand any and all concerns people are having regarding COVID-19. With Colorado announcing a state of emergency, we have decided...
12|02|2019
The Charles Schwab Corporation announced an all stock acquisition of TD Ameritrade Holding Corporation. A brief summary from the press release is below: SAN FRANCISCO & OMAHA, Neb.–(BUSINESS...
02|20|2019
UNDERSTANDING MARKET VOLATILITY In life, what you focus on can make all the difference. Come join us for a 1 hour meeting and discussion on understanding market volatility and...
