Financial Advisor

Fee Only Financial Advisor Jupiter FL

CFP® and CFA: Credentials to Consider When Hiring a Financial Advisor

If you have ever met with a financial advisor, it is likely that they have several letters after their name.  As a consumer, it is important to understand exactly what these designations mean – they are not all the same and they do not all indicate the same type of expertise or accomplishment.  Some require…

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Give Yourself Permission To Hire a Real Financial Advisor

Setting goals are important. It gives you something to work towards. But there is a huge misconception about goals that most people don’t figure out until it is too late. Achievement of your goal will not bring you happiness. Having a certain amount of money in the bank, getting a promotion, owning your dream home, retiring at age 50 – those may be your goals, but what happens once you get there? Then what?

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