Rightsizing This month’s blog post comes from Warren A Ward, CFP® of Warren Ward…
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Our Most Recent Blog Posts
We received an email from Schwab this morning saying that it sent out a letter…
Just a quick note – we’ve just been booked again on the show “Your Money,”…
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes…
Our blog post today is from Ann Garcia, CFP®, of Independent Progressive Advisors, aka The…
This month we have a guest blog post from Dave Fernandez, CFP® who is a…
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We start by helping you to identify your needs. Tell us your goals and vision for your future, as well as your concerns. We’ll analyze all of your information, and provide you with a specific, detailed plan telling you exactly what we think you should do.
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We invest primarily in index funds and funds that are very much like index funds. We don’t believe in market timing or stock selection or trying to beat the markets by guessing what will happen tomorrow.
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Since we are independent and fee-only, we have no products to sell you except our advice. That means if you do need a financial product, like a mortgage or insurance, we can guide you through your purchase decision.
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Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it.
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Understanding your unique financial needs is where our financial advisors excel, by creating a personalized plan with highly competitive investment products and dedicated service, we empower clients to identify goals, but take consistent action toward achieving them.
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