Michael Brocavich Center For Financial Planning Southfield, MI CFP® 11-20 years General financial $250,000 – $1,000,000 Lisa Kirchenbauer Omega Wealth Management, LLC Arlington, VA CFP® More than 20 years Retirement, general financial No asset requirement, but minimum fees may apply Gayle Colman Colman Knight Advisory Group, LLC Acton, MA CFP® More than 20 years Investment, … Read more
Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with those needs – namely financial planners and financial advisors. Financial planners offer big-picture strategies and comprehensive plans that typically cover many years … Read more
So you’ve decided you need a comprehensive financial plan, and selected a professional to do the work, perhaps from the Money list of the best financial planners. It’s time now to better understand the planning process and prepare for the conversations, paperwork, decisions and costs you’ll encounter along the way. Here’s more on what you … Read more