
What does it mean to work with an independent insurance broker?
If you’re looking for insurance, you may be wondering whether it’s better to work with an independent broker or a larger brokerage group. There are pros and cons to both, but ultimately, it comes down to

Tech Tools for Entrepreneurs
Entrepreneurs wear many hats, especially during the early growth phases. As a result, many new business owners quickly realize that they need to learn entirely new skills to operate a successful and profitable business. Fortunately, thanks to

Charitable Giving with Rory Green
Giving to charity is something many of us do, but do we give much thought to why? The wealthy give intentionally to charities that they care about which creates meaningful impact. Everyone can think like in the

What’s a Holding Company and When Do You Need One?
Many successful small business owners may eventually find themselves in a financial position where they’re looking to explore new investment opportunities—all while protecting their assets and mitigating risk. Why not start by investing in yourself? One of