Search

Search Parameters
Search Only:

Total: 6 results found.

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

... come to understand that although almost everyone agrees written goals are important, few have ever learned how to write useful financial goals. Here are some steps I teach clients in helping them write ...

Personal Finance and the Serenity Prayer

Created on Saturday, 14 April 2018. Posted in Content/our blog

... are some things we can do to help control our behavior, no matter what happens in the market, economy or the world? 1. Set goals for your present and future self. Write them down. If you keep the long-term ...

Signs You Need a Financial Planner

Created on Thursday, 02 November 2017. Posted in Content/our blog

Financial Planners Help Build Better Experiences Sometimes it's hard to tell if you need professional help for a problem or if you can handle it yourself. Whether it's taking care of a common cold, fixing ...

Do You Have A Bad Financial Planner?

Created on Thursday, 02 November 2017. Posted in Content/our blog

Red Flags that Should Make You Worry A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save ...

Who We Are

Created on Monday, 30 April 2012. Posted in Content/about

... have over 15 years experience in the financial services industry helping ordinary hard-working families in creating their own financial plans. As a Certified Financial Planner ProfessionalTM, Skip has ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... and help you select any appropriate insurance policies if needed. Estate Planning – This may include an analysis of your exposure to estate taxes or a review of your current estate plan, including wills, ...