Many retirees are drawn to advertisements for investment products that offer them guaranteed income. I have always been skeptical about any advertised “guarantees” and understand there is a cost to everything. This is one of the reasons we offer our second opinion service at our firm. We take a closer look at the fine print… Read more »
Our stock in trade is helping our clients to formulate a plan that reflects their goals and interests, while allowing them to enjoy financial independence. Although we continually update our clients’ plans, sometimes it makes sense to question whether the plan we have formulated is really the best plan for you. Typically someone will project… Read more »
As we head into fall, I am reminded of the changes and beautiful colors the season brings. In nature we experience the harvest, the gathering of crops. It is the time to reap the rewards of our work. Much of the planning work that I do with clients, focuses on their fall season, or reaping… Read more »
