When it comes to financial planning, the specifics of everyone’s goals differ. When you will retire, how you want to live in retirement, and the personal financial challenges you will face in life vary by person. But, there is one goal everyone...
Are you dreaming about or are you already in retirement? Before you settle too far into your days on a boat with a drink in your hand, you need to be aware of five risks that could jeopardize your retirement...
Divulging the intimate details of your financial life to another person is tough. Maybe your financial story has rough spots you would rather not discuss...
As the proud husband of a very successful businesswoman and proud father of two daughters, I’ve taken a keen interest in the unique financial challenges these ladies, the most important people in my world, may face in their lives...
WIDOWHOOD CAN BE TAXING EMOTIONALLY, PHYSICALLY, AND FINANCIALLY
Few people want to think about losing a spouse; however, it’s a reality we must confront. The few who do plan for this eventuality may underestimate not only the emotional and physical toll it will take, but also the financial. It’s a known fact that...
FINANCIAL PLANNING CONSIDERATIONS FOR WOMEN CONTEMPLATING DIVORCE
For anyone considering divorce, my first piece of advice is this: Batten down the hatches. Divorce is challenging not just emotionally, but also financially. I recently guided my mother through a very tough divorce, so this topic hits close to home...
We are a comprehensive financial planning firm that creates custom financial plans that will give you confidence and peace of mind. Your financial advisor will represent you as a fiduciary, dedicated to put your best interest first at all times.
Our financial planners are fiduciaries, dedicated to act in your best interest when they provide you financial advice. We take our time and listen to you, creating a financial plan that addresses your unique concerns, needs, and goals.
Would you like a free financial planning consultation? We’ll put together a comprehensive financial plan that will give you peace of mind. Request a consultation with one of our financial advisors today.