Blog tagged as Fiduciary Duty

The Benefits of Advice-Only Financial Planning

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

Navigating personal finance can be overwhelming, and many individuals seek expert guidance to make informed decisions about their financial future. While many financial advisors bundle financial planning with investment management, there is another model that is growing in popularity: advice-only fi...

08/09/2023 02:43 PM - Comment(s)

There's Financial Planning and Then There's REAL Financial Planning

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

When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.
05/24/2023 02:12 PM - Comment(s)

Why Your Financial Advisor Should Be a CFP

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

If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.
05/01/2023 05:14 PM - Comment(s)