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How do we decide it’s time to change a portfolio?

Given the “millennial speed” of information and change in the [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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What should I really know about risk?

A year’s study could address this. Think then of where [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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What results do others get with your service?

Personal clarity about where you’re at today, the issues or [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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Can I learn how other people trust you?

Google is a big doorway these days, offering many ways [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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What services do you offer?

Comprehensive financial planning, and implementing your insurance and investment planning [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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Can we do fee-only planning without products?

Yes fee-only planning is an option. Or if we implement [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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How much time does it take?

Opening a relationship and pursuing successful goals with a financial [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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What will it cost me to meet with you?

This depends on the advisor you reach. In my own [...]

admin2019-03-18T14:41:29-04:00February 27th, 2019|
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Do we sell products without the planning?

If you’re asking me this question the answer is “no”. [...]

admin2019-03-18T14:41:30-04:00February 27th, 2019|
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What do advisors’ credentials mean to me?

There are many kinds of “letters”, credentials, designations around the [...]

admin2019-03-18T14:41:30-04:00February 27th, 2019|
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Brian Weatherdon, MA, CFP, CLU, CPCA.
Certfied Financial Planner. Certfied Retirement Coach.
© 2018 All rights reserved.