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5 Financial Tasks to Tackle Before the New Year

December 11, 2024 by Robby Oakes

As the year draws to a close, it’s the perfect time to take stock of your financial health and set yourself up for success in the coming year. You can create a solid foundation to achieve your goals by focusing on key areas. Here are five important financial tasks to consider before the new year begins.

Filed Under: Holidays Tagged With: Budgeting Tips, Financial Planning, Year End Goals

Thank You for Your Trust and Support This Holiday Season

November 28, 2024 by Robby Oakes

As we gather with family and friends this Thanksgiving, I want to take a moment to express my gratitude to all of my past and potential clients.

Filed Under: Holidays Tagged With: gratitude, Happy Thanksgivng, Thankful

Supporting Veterans on Their Path to Homeownership And Honoring Our Heroes

November 11, 2024 by Robby Oakes

Thank you, veterans, for your service, courage, and the legacy you continue to inspire.

Filed Under: Holidays Tagged With: Honoring Heroes, Support Our Veterans, Veterans Day

Wishing You a Safe and Happy Labor Day!

September 2, 2024 by Robby Oakes

Labor Day is more than just a day off–it’s a time to honor the hard work and dedication that drives our nation forward. As we enjoy the last days of summer, let’s take a moment to celebrate the achievements of workers everywhere.

Filed Under: Holidays Tagged With: Celebrate Work, Happy Labor Day, Relax And Recharge

Celebrating Independence Day: More Than Just Fireworks and BBQs

July 4, 2024 by Robby Oakes

While fireworks, barbecues, and parades are fundamental to our 4th of July celebrations, the spirit of Independence Day runs much deeper.

Filed Under: Holidays Tagged With: Freedom, gratitude, IndependenceDay

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Robby Oakes


Robby Oakes

CIMG Managing  Director
NMLS# 91606

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