15 Signs You Need a Financial Planner

You wouldn’t depart for an important trip without a clear idea of how to get to your destination — or at least without a GPS or map to show you how to get there. The same logic applies to your journey through life. You’re likely to get lost without a clear financial...

2018 Key Numbers

There are two major drags on the success of your financial plan: fees and taxes. Fees are necessary to get professional management and advice and usually average about 1.5%. You evaluate the value you get by paying fees at least annually. Taxes are a significantly...