Finding Advisors Who Are Truly Client-Centric

It’s extremely common for financial professionals these days to advertise how well they focus on their clients- and with good reason: After all, you’re probably more likely to consider working with people in just about any capacity who say that they will make the experience “all about you.” The good news is that, in our

2022-05-06T18:17:30+00:00May 6th, 2022|Financial Planning, Professional Advisors|

What’s Your High-Net-Worth Personality?

One of the best ways to make smart decisions about your wealth is your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really "get" what you want your money to accomplish and why.

Financial Planning for a Special Needs Child

Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability , the hurdles can look more like mountains and the potholes can feel more like bottomless pits. That’s especially true when it comes to paying for the many expenses that can accompany raising a

2022-02-28T20:13:29+00:00February 28th, 2022|Family, Financial Planning|

Transferring Values: Not Just Wealth to Your Heirs

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant often don’t spend enough time on passing along the values that helped them build, grow and maintain that wealth. The resulting “values vacuum” can potentially cause some big problems when

2022-02-04T19:51:52+00:00February 4th, 2022|Family, Financial Planning, Wealth|

A Wall Around Your Wealth: The Importance of Asset Protection

Success can come with a major downside: It can make you a potential magnet for lawsuits-including frivolous and unfunded ones-and other other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got

2022-01-03T21:34:30+00:00January 3rd, 2022|Asset Protection, Financial Planning, Insurance|

Finding the Right Wealth Manager for You

It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her.  Even then, it may be tough to discern whether you’re getting the advice and solutions you truly need in order to maximize and protect your personal wealth in accordance with your goals

2021-12-02T16:20:15+00:00December 2nd, 2021|Financial Planning, Professional Advisors, Wealth|

What is Wealth Planning, Really?

It can be all too easy to focus on just one aspect of your financial life-and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture-not simply investments, although they’re included, but also your advanced needs. These might

2021-11-18T20:20:46+00:00September 8th, 2021|Financial Planning, Professional Advisors|

Working with the Right Advisor

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely

2021-11-18T20:24:39+00:00July 13th, 2021|Financial Planning, Investments, Wealth|

Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

To the unfamiliar, both professionals may seem the same, but there are differences that distinguish the two in ways that investors should pay very close attention to.   How are they Licensed? RIAs are registered with the Securities and Exchange Commission (SEC) or their state securities regulator.   Broker-dealers are members of the Financial Industry

2021-02-19T18:00:08+00:00February 19th, 2021|Financial Planning, Investments, Professional Advisors|

You Need a Cohesive Wealth Management Team

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants-especially the complex ones-can feel like searching

2020-11-09T18:12:52+00:00November 9th, 2020|Financial Planning, Professional Advisors|
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