Investment and Financial Planning Blog

Financial Planning Benefits

Consulting with a Certified Financial Planner (CFP) professional is a great move! A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track. Working with a CFP® professional can secure your financial well being and give you peace of mind.

By |2018-07-13T15:13:12+00:00July 13th, 2018|Financial Planning|0 Comments

How to Select a Financial Advisor, Financial Planner, Investment Advisor or Wealth Manager

Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That's a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here's what to look for in an advisor:

Five Ways Protect Your Wealth in a Stock Market Crash

Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.