Congratulations to Longview’s Jeff Jones who has been selected as a regular contributor to the U.S. News & World Report. He will contribute monthly articles to U.S. News’ The Smarter Investor section, which focuses on giving “real-life investing advice from experts.”
As many of you already know, my daughter, Emma, was admitted to Huntsville Hospital a few weeks ago. After spending close to a week there, the recommendation was made for a transfer to Vanderbilt Children’s Hospital in Nashville so she could be under the care and observation of specialists and hopefully have a diagnosis determined.
With that said, I am happy to announce that on February 14th (19 days in the hospital!), we are back home. What a great Valentine’s
On Wednesday, February 7th, Longview received a 2017 Compass Award from the Community Foundation of Greater Huntsville. The award is given “in recognition of your expertise and commitment to improving the quality of life in our community through philanthropy.” We are proud to partner with the Community Foundation to help make a difference in our communities.
We are proud to announce that Lauren Cooper, CFP®, has completed the process to become an Investment Advisor Representative (IAR) at Longview. By completing this process, Lauren becomes a lead financial planner at Longview, offering comprehensive financial planning to clients and specializing in working with clients interested in Medicare and Social Security planning. Please join us in congratulating Lauren on her accomplishment!
An Investment Advisor Representative is registered with their state’s securities regulator. An IAR has completed the testing and
For many people, December is a time to look back. A time to reflect on the past year’s successes and failures. Some take a moment to mourn another year gone. Others celebrate another year given. Thanks to the United States Congress and the President, much of our December was spent on tax planning! So, we’ll count January as the next best time to reflect. Here are just a few of 2017’s highlights:
- In January, Longview welcomed Lauren
Longview is pleased to announce that Jeff Jones has been named as the National Association of Personal Financial Advisors‘ (NAPFA)’s South Region Board President.
NAPFA is the country’s leading professional organization of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve in a fiduciary manner. NAPFA has developed high standards in the field and each advisor signs and renews a Fiduciary Oath every year. The association