CFP® Thomas J. Geraghty Jr. signs on as the newest Life Goes On Roadmap™ licensee

Thomas J. Geraghty Jr., CFP®, of Stonegate Wealth Management has signed on as the newest Life Goes on Roadmap™ licensee, Nancy Juetten announced today. Life Goes on Roadmap™ is a powerful system for personal financial information and document organization. It offers a way for financial advisors to demonstrate their fiduciary duty to clients before a home [...]