7401 W. Grandridge Blvd, Suite 202
WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
It’s a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals.
It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.