The BEST Solution to Personal Financial Wealth Management

December 16th, 2019

Holistic and Fee-Only I chose to be a holistic financial planner who charges on a fee-only basis. The holistic part means I work with my clients on all aspects of their financial situation including retirement planning, portfolio analysis and investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax […]

Control What Is Within YOUR Control

December 15th, 2019

There is much more to financial planning than standing by watching the market go up and down every day. In fact, if we are keeping our financial house in order, then the market does not seem so scary. Research tells us that over time, if we properly allocate our investments to align with our goals […]

What Makes A Financial Advisor A Fiduciary

December 14th, 2019

When you get sick and visit a doctor, it’s fair to expect your doctor to design a treatment plan that serves your best interests. When you meet with a lawyer, you can assume that he or she puts your best interests first when providing legal advice. Why can’t you expect the same from your financial […]


December 14th, 2019

As you get older, busier and hopefully wealthier, your financial goals get more complicated.  A financial helper can save you time. Like every service provider, a financial advisor is paid for doing their job.  However, they don’t all get paid the same way.  A fee-only advisor is paid directly by the client on a transparent […]