From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities. There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage. Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. Enter various payment options and determine how long it may take to pay off a credit card.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage. Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system. Enter various payment options and determine how long it may take to pay off a credit card.
Services
Clients want impartial advice without a preset agenda. The advisor's approach to the planning process should be objective, transparent and process driven. The client should understand the rationale for any recommendations, have a clear understanding of their own goals, as well as appreciate the risks of making any decision.
Making it to the top of a huge mountain isn't an impossible feat if you have a well thought out climbing plan, trained expertise, and guide to get you there. Building a proper financial plan requires a holistic approach, an objective perspective, extensive independent research and a clear understanding of the investor's feelings regarding the investment process.
David is an accomplished financial advisor who has developed truly amazing relationships with his clients over the years. His objective perspective and approach has led him to be associated with independent broker dealers that support his vision. His emphasis on financial education and training has created opportunities to enhance his clients' lives in meaningful ways.
It is one thing to be responsive to a client's requests for information. It is something else when an advisor is proactive and translates complex information, much of which can be confusing, and frames it in a way that might quell a client's fears. It is easy to wonder if any of the daily information we all have access to, has any relevance to our financial lives.
Broker/dealers buy and sell investment products on behalf of investors who are clients of financial advisors affiliated with the firm. Because we are an independent broker/dealer, financial advisors affiliated with us work for themselves in their own offices located throughout the U.S. and are free to help clients choose suitable investment products to help them reach their personal financial goals.
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