When you hire us as your personal CFO, you gain access to a breadth of resources to guide you through important financial decisions. We work to understand your personal situation to provide the best advice for any given concern. The traditional financial planning and investment world is full of bad advice, and thinking that will derail your plan if you let it.
We won't let that happen. Did you know that there is more than one proven way to conserve capital in retirement? We work with many people in retirement, and the number one concern is not running out of money. We'll evaluate the different options that may apply to you, and implement the most effective one.
We won't let that happen. Did you know that there is more than one proven way to conserve capital in retirement? We work with many people in retirement, and the number one concern is not running out of money. We'll evaluate the different options that may apply to you, and implement the most effective one.
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Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? Whatever your current situation, financial concerns have an impact on your life and relationships.
Our unique process utilizes advanced tools and techniques that are academically proven and enable you to coordinate all aspects of your financial life. The end result is a financial strategy that is integrated with your lifestyle and personal objectives, no matter what stage of life you are in. Our goal is to provide you with a plan that is objective, comprehensive, and that streamlines your financial life.
There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather any downswings. How do you decide whether to buy an individual stock, a mutual fund, treasuries, commodities, or just leave your money in your savings account?.
Depending on the industry, the definition of a small business is one that typically employs less than 500 full-time people or has less than $38,000,000 in revenues. In fact, almost 90% of all U.S. business enterprises have fewer than 20 employees. Many of these businesses are comprised of a smaller management team and the owner(s) may be performing multiple duties throughout each business day.
Once the realm of idealists and environmentalists, Impact Investing is not only becoming mainstream, but many academics and investment managers are beginning to realize that a portfolio of carefully-constructed holdings that meet "best practice" criteria in terms of governance, culture, and social responsibility can provide an opportunity for enhanced long-term performance.
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Rich Wallace
Oct 30, 2019
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