(VIDEO) Bigger Is Not Always Better – Part II
Check out my experience with a large company and the resulting frustration due to a lack of customer service. This example reminds me that Bigger
Should You Set Up A Small Business 401k?
401k plans are a great tool for small business owners to achieve their retirement goals. But let’s not put the cart before the horse. The
Should You Invest Outside Your Business?
A while back, I wrote a blog titled Retirement Tips for Small Business Owners. One aspect of that blog revolved around business owners depending on
Bigger Is Not Always Better – Part I
We’re all familiar with the Walmart model that promises everyday low prices. Walmart, along with other big box stores have pushed many a small business
Blocking the Plate
Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing. With that
What Does A Comprehensive Financial Plan Look Like?
Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to:
OUR PLEDGE
-
No Sales Tactics
-
No Commissions
-
No Investment Limitations
-
No Sales Quotas
-
No Investment Minimums
-
No Minimum Fees
-
A Plan for Your Finances
Stay Connected
Get Weekly Financial Tips