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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org).
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Running a small business often means wearing all the hats.
đ Customer service
đ Accounting
â Coffee maker
𧚠Cleaning crew
đą Social media manager
Small business owners are some of the hardest-working people out thereâand many are balancing business responsibilities while also raising families, helping aging parents, and planning for retirement at the same time.
Thatâs why having a financial plan matters. Not because life is predictable⌠but because itâs not.
To all the small business owners out there this Small Business Month: we see you, and weâre cheering you on. đ
Whatâs one âhatâ you never expected to wear as a business owner? đ
05/13/2026
â¤ď¸ Itâs Small Business Month, and honestlyâŚsmall businesses are the heart of every community.
Theyâre the coffee shops that know your order â
The family restaurants where birthdays are celebrated đ
The local businesses sponsoring little league teams, school events, and community fundraisers.
Behind every small business is someone taking risks, wearing multiple hats, and working hard to support their family and future.
As someone who works closely with business owners, I know how much passion goes into building something of your ownâand how important it is to protect what youâve built.
This month, try to shop local when you can and support the people helping our communities thrive.
đ Tag your favorite local small business below so we can show them some love!
05/01/2026
Sometimes the unexpected expense⌠isnât even yours.
Itâs helping a parent.
Helping a child.
Or showing up when someone you love needs you.
That stage of life can feel like a lot.
And while those moments matter, they can quietly put pressure on your finances.
Planning ahead isnât about saying âno.â
Itâs about having enough flexibility built in⌠so you can say âyesâ without the added stress.
04/29/2026
How To Save Money Traveling (Without Feeling Like Youâre Skimping) Travel is getting more expensive, but smart planning can save you hundreds. Discover six expert-backed ways to cut vacation costs without cutting the fun.
04/27/2026
Yesterday was a spectacular day for a golf tournament! âłď¸
Patrick Bruski, Bascom Grooms, Jim Reynolds, & Jim Wilson had a great time playing as the Modus Wealth Management team at the Greater Key West Chamber of Commerce 20th Annual A Tiger in the Woods Golf Tournament.
It was a morning filled with great shots, plenty of laughs, and even better companyâdoesnât get much better than that.
We're always grateful for opportunities like this to connect, support our local community, and enjoy a beautiful day in the Keys.
Letâs fast forward for a secondâŚ
Itâs April next year.
Where would you like to be?
Maybe itâs taking more time off without worrying about work.
Maybe itâs traveling a little more.
Or maybe itâs just feeling more confident about your financial future.
The truth is, those kinds of changes donât usually happen overnightâbut they do start with a plan.
If the picture in your head looks a little different than where you are today, thatâs okay. Thatâs exactly where planning comes in.
What would you want life to look like a year from now?
If itâs something youâve been thinking about, Iâm always here to talk it through.
04/15/2026
đ What a fantastic evening! đ
We had such a great time wrapping up the week at Happy Hour with all of youâthank you for the laughter, conversations, and incredible energy you brought to the night. Itâs each of you that make these gatherings spectacular.
Congratulations to our drawing winners:
đ JulieAnne is ready to stock up on new reads with Books & Books at The Studios
đ Greg will be enjoying delicious sips from Uva Wine Shoppe Key West
đż Tina is ready for the big screen at Tropic Cinema
Moments like these are what itâs all aboutâconnection, community, and a little celebration along the way. Weâre already looking forward to the next one! đĽâ¨
What a spectacular night đš
Thank you to everyone who joined us for Happy Hourâwe loved the chance to catch up, share some laughs, and spend time with all of you.
A special shoutout to Docâs On Duval for the great food, spectacular space, & excellent service đ
Weâre already looking forward to the next one! Cheers to many more nights like this đĽ
Early morning here in Key West before a couple of days of meetings and catching up with clients and friends.
I always appreciate this quiet time to get centered before the day gets moving. Looking forward to some great conversations this weekâthen back to Bluffton.
If youâve got something on your mind, feel free to reach out.
04/06/2026
Chili is back in the Key West office this week đž
Heâs officially resumed his role as our greeter, and he couldnât be happier to welcome familiar faces (and a few new ones). Spending time in Key West means getting to reconnect with so many of youâand thatâs something we always look forward to.
If youâre in the area, feel free to stop by and say hello. Chili will be ready to greet you with his usual enthusiasm.
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3414 Duck Avenue 11
Key West, FL
33040