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Home
About
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Home
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Blog Archive
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Hire a Financial Advisor or Do It Yourself: What’s Right?
Financial Planning Aimee Calderon, CFP® 12/18/19 Financial Planning Aimee Calderon, CFP® 12/18/19

Hire a Financial Advisor or Do It Yourself: What’s Right?

Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.

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Beware of Annuities: 5 Things You Need to Know
Financial Planning Aimee Calderon, CFP® 10/23/19 Financial Planning Aimee Calderon, CFP® 10/23/19

Beware of Annuities: 5 Things You Need to Know

Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.

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Why Hire a Financial Advisor When You Can Invest in Index Funds?
Investments David K. Little, CFP®, CFA 9/11/19 Investments David K. Little, CFP®, CFA 9/11/19

Why Hire a Financial Advisor When You Can Invest in Index Funds?

Putting your money into an index fund might sound like a great idea, but financial advisors can add value where funds don’t.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.