Whether you’re currently looking for a financial advisor or already working with one, you may have questions about the retainer-based fee structure.  This structure offers numerous benefits for investors, and may be more advantageous than working with a commission-based financial advisor, one who charges a certain percentage of assets under management (AUM) for advice or […]

At Financial Freedom Fee-Only Wealth Management, we have a three-level approach to investment management. Level one is strategic asset allocation.

How do the wealthy in Malvern, Pennsylvania find the best financial advisor for their needs? The same way people of other income brackets and in other geographical areas do, by deciding which financial advisor best fits their needs. 

There are dozens of financial designations for industry professionals, and any planner can call himself or herself a financial planner. However, the Certified Financial Planner™ designation stands alone in its offerings and trustworthiness. 

You have big financial goals, and finding the best financial advisor to make these goals achievable is a big decision. Comprehensive financial planning is crafted by qualified financial advisors and is based on a thorough understanding of you and your financial objectives. 

Financial advisors are an integral piece of your financial life, and as such, you should choose them with care. Even if you’ve done your homework and choose to work with a fiduciary financial advisor and a retainer based financial planning firm, it’s still important to determine whether the fit is a good one – do […]

In my opinion, everybody can benefit from a financial plan, because every aspect of your life has an effect on your finances and your financial future. Your goals, your life circumstances and your personal wishes all have an impact on every area of your financial life.

As you start your financial planning journey to retirement and beyond, you’ll need to assemble a trusted team of professionals to help you set up and execute your financial plan. Similar to how sports teams employ players with various skillsets, your team will consist of a diverse group of professionals. Each member of your team […]

When it comes to hiring a financial advisor to help you with retirement planning, you have a myriad of options to choose from. But along with that vast selection comes the difficulty of picking the right advisor for your retirement planning needs. It wouldn’t be an issue if all financial advisors were created equal. But, […]

Whether you’re in the throes of your career, acclimating to an empty nest or getting ready for retirement, it’s crucial that retirement planning is started sooner rather than later.