How Insurance Affects Your Financial Plan

A good financial plan is an essential step toward wealth management, providing for your family and planning your legacy.  Preparation and process are critical to creating a plan that can support your long-term financial goals. Risk management is key to any financial plan, and while it can’t be eliminated, one way to allay your risk…

Unconventional (Alternate) Investment Opportunities

Financial Advisors often get asked about Investment Opportunities outside of the mainstream.  While these options are not typically offered as part of a Financial Plan, a professional financial advisor can provide insight and help evaluate the upside and the risk in these types of investment options. There are numerous alternate, or unconventional, investment options.  The…

Estate Plans Are Living Documents

It is important for the financial wellness of an individual, family or business, for that matter, that the Estate or Business plan be revisited at least annually.  A lot goes on over the course of a year.  It may seem to go by slowly, but the dynamics are always changing the landscape of finances.  Whether…