This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk. As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy. While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms. Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms. Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Prior to establishing a successful financial/investment practice, Miles worked for several engineering and construction firms as a Controller, Division Controller, Accounting Manager.
Although, he relished the challenges of the variety of domestic and international projects he supported, he found working for corporations not nearly as rewarding than educating, coaching, and developing customized financial and investment solutions for individuals, families and small companies.
His Client base still includes a number of his first Clients.
Although, he relished the challenges of the variety of domestic and international projects he supported, he found working for corporations not nearly as rewarding than educating, coaching, and developing customized financial and investment solutions for individuals, families and small companies.
His Client base still includes a number of his first Clients.
A prospect or Client may have a situation that concerns them, and is focused on 'making it go away'.
Many times, that is the case.
However, that issue or challenge may be a 'symptom' of other related items; and treating the symptom may not address the variables necessary to 'make it go away'.
That is why we want to learn about your complete financial picture.
From investments for retirement, college savings, funding a trust for Special Needs or other goals, we help you define them and work toward them with you.
Many times, that is the case.
However, that issue or challenge may be a 'symptom' of other related items; and treating the symptom may not address the variables necessary to 'make it go away'.
That is why we want to learn about your complete financial picture.
From investments for retirement, college savings, funding a trust for Special Needs or other goals, we help you define them and work toward them with you.
We are not in business to become an impersonal firm with a large number of associates and assets under management.
As a consumer, I want to feel I am valued, that I can get in touch with someone, and can rely on someone to do what they say they are going to do.
We focus on listening to you.
Helping identify appropriate strategies to help you overcome financial and investment challenges, educate, and be a long term partner to your needs.
Your SUCCESS is our success!
To this end, we are not 'Transaction' focused, but rather 'Relationship' focused.
As a consumer, I want to feel I am valued, that I can get in touch with someone, and can rely on someone to do what they say they are going to do.
We focus on listening to you.
Helping identify appropriate strategies to help you overcome financial and investment challenges, educate, and be a long term partner to your needs.
Your SUCCESS is our success!
To this end, we are not 'Transaction' focused, but rather 'Relationship' focused.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
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