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that showcases articles written by
Peter McClellan and other financial professionals that go "beyond the money".
 
 
 
Welcome to the 401k Latte. Peter McClellan, president, explains the concept behind the “Latte” name and it’s tagline, “invest in a conversation.” A conversation that goes beyond just money.

A new book of short stories based on actual estate transfer situations.

A powerful and entertaining book sure to provoke your thinking about your own estate, large or small. You can’t make up this stuff.

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Securities and advisory services offered through Geneos Wealth Management, Inc., member FINRA/SIPC.

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