Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Why Choose a Fee-Only Financial Planner or Advisor?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.
09/28/2020 09:00 AM - Comment(s)

Take Control of Your Financial Future – It Starts with Asking for Help

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.
08/31/2020 09:00 AM - Comment(s)