Financial planning is a process that a Financial Planner will take you through in order to guide you to your financial goals. But goals can be a long ways off, so it’s not just a set-it and forget it activity.  The space between “determining goals” and  “reaching goals” is where the magic happens.  A Financial…

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What does it mean to be a fiduciary?   Registered Investment Advisors (RIA) are required to follow the standard of fiduciary duty when working with clients, which is a legal standard that stockbrokers and other agents of broker/dealers are not required to follow. The fiduciary standard was established as a result of the Investment Advisors Act…

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