Would you go to a personal trainer who wasn’t certified? How about a doctor or surgeon? A plumber? Electrician? Day care facility? Yeah, I didn’t think so. Did you know that only 20% of people who hold themselves out as financial planners in the United States are CERTIFIED FINANCIAL PLANNER™ professionals? Yes, I’m dead serious… Read More
Do I Need Life Insurance? (Video)
Have you ever wondered whether or not you need life insurance? Most people have. Watch the video below to learn more about the three main reasons you might consider life insurance as part of your overall wealth management plan and the two crucial steps you need to take if you decide you need life insurance.… Read More
How Do Financial Advisors Get Paid? (Video)
We’re starting a new series on the blog this week called the “Ask an Advisor” video series. The first question I’m going to answer is a question I’m asked on a regular basis and that is “How do financial advisors get paid?” Watch the video below to learn more about the three main ways a… Read More