All financial plans are different. But when it comes to comprehensive financial planning, we believe that there are 7 things that should be included:
10 Ways Wealth Management Firms Differ … and Why This is So Important to Know
When an investor turns to the Internet to find a fee only wealth management firm, there are many options, so it’s incredibly important to know what you’re looking for. How are these firms different? What is the real difference between wealth management services at one firm as opposed to at all of the other companies […]
How Stocks, Mutual Funds and Exchange Traded Funds Can Lead You to Financial Freedom
A client recently asked me, “What are the thought process/selection criteria and research methods that Financial Freedom employs in selecting and recommending stocks, mutual funds and exchange traded funds?”
Why Comprehensive Financial Planning Should Include an Annual Review
When I work with a client, I look at comprehensive financial planning as a roadmap to achieving their financial goals. I lay out the client’s financial and retirement goals in one place, the obstacles and needs they will encounter along the way and then a route that my client can follow to get to where […]
How a Small, Independent Firm Can Help Lead You to Financial Freedom
The goal for most investors is financial freedom – being able to live the life you want without being stressed about money. But when a majority of investors start their search for a financial advisor – the person who they will trust with their hard-earned money, their future and their financial well-being – they first […]
Q&A with Financial Freedom LLC
When it comes to retirement planning, people typically have a lot of questions. And rightfully so. You work hard for your money and you deserve to understand what’s happening with it. So, as president of Financial Freedom LLC, I want to discuss some of our clients’ most commonly asked questions when it comes to retirement […]
What Is a Fee Only Retirement Planner?
Planning for retirement can seem like an overwhelming process, from considering whether to plan your own retirement to how to choose a retirement planner. You may have heard conflicting advice from friends or family who have used a variety of financial professionals to help them plan for retirement, such as stockbrokers or insurance agents, and […]
Top 3 Reasons Why You Should Work with a Fee Only Wealth Management Firm
You are already retired, about to retire or thinking about retirement. You’ve built up a substantial nest egg, and you’ve worked really hard to get to this point. As you begin to envision all the benefits of retirement, you can’t help but think about what could go wrong. You need someone to give you an […]
Executive Compensation – Cash or Additional Company Exposure
This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company restricted share units (RSUs). Like most decisions, there are advantages and disadvantages to each and no one right answer for everyone.
Executive Compensation – Cash or Additional Company Exposure
This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company restricted share units (RSUs). Like most decisions, there are advantages and disadvantages to each and no one right answer for everyone. A […]
10 Questions to Ask When Choosing a Financial Advisor
Choosing a financial planner is a huge decision. You are entrusting them with your personal fortune and depending on them to help protect, preserve, and grow your nest egg for you and your family. Building trust, having good personal chemistry and wanting to work together are critical components to having a successful long-term relationship. As […]