Certified Financial Planner

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10 Things Your Financial Advisor Won’t Tell You

If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are the […]

Does Your Prospective Financial Advisor Have a Mug Shot?

As a Certified Financial Planner™ fee-only practitioner I have seen a disturbing trend recently of clients and prospects seeking my assistance with their concerns regarding […]

By |August 25th, 2016|Categories: Advisors|Tags: , , |0 Comments

Why the Fiduciary Standard is Important to You!

President Harry Truman quoted “If you can’t convince them, confuse them”.  In the financial planning world this statement has truth.  Financial products are becoming more […]

Why Women are Excellent Investors!

Women are different than men.  As a Certified Financial Planner® this holds true in the investment world.  Women are faced with unique challenges as they […]

How Much Is a Financial Planner Worth?

According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict […]

The Crazy World of Financial Advisor Acronyms

Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant.  […]