No. 105 of 106 Things We Do For Clients Bring you a disciplined approach toward achieving your most important financial and life goals. Those CFP’s who hold themselves out as financial planners, as we do, are held to a fiduciary standard of duty. We go through a...
Watch this video on YouTube For some, Black Friday can be a day of fun “hunting” for great deals. For others it can be a day of dread, driven by the obligation to play to the expectation of family and friends. Ads urge us to buy everything from sweaters to...
No. 104 of 106 Things We Do For Clients Protect you from emotion-driven behavior that can reduce your market returns. Studies have shown that those who use fiduciary financial professionals fare much, much better than those who either do it themselves or who use...
Watch this video on YouTube One important component of estate planning is a document, usually called a medical directive, which can include a living will, that sets out your wishes for end-of-life care and a health care power of attorney that designates someone to...
No. 103 of 106 Things We Do For Clients Educate you about financial concepts. Through one-on-one and group educational presentations, we can help you better understand and appreciate how markets work, the value of diversification, dollar-cost averaging, and many other...
