Category Archives: Financial Planning

The Top 9 Questions that people ask about investing. Is there any liquidity with this investment? What is the investment term? When and how will I get my principal and profit back? What rate of return can I expect to … Continue reading →

If you spot any of these signs in a potential planner, it may be time to move on Lacks basic credentials ( CFP, RFP or PFP ), or has limited experience. Makes you uncomfortable. Trust and comfort are essential to … Continue reading →

What designations do you hold? How do you get paid? Can you show me a sample financial plan? What is your investment philosophy? What is your target client profile? Do you work with a network of professionals?

Your financial plan should cover more than just investments! A good financial planner creates a detailed strategy tailored to your specific needs and goals. Your financial planner should include advice on: Insurance: Your planner should tell you what insurance you … Continue reading →