A common question that we get asked when meeting with prospective clients is, “What can you do for me that my current advisor can’t?” Of course, every firm will have their own answer on what makes them stand out from the crowd.
Janet Kim Sing
Our objective in working closely with our clients is to craft a tailored investment strategy which operates as a dynamic blueprint designed to help them reach their financial goals.
We have established that not only is it okay to have a retirement plan in place, but that planning is in fact good and effective stewardship. So, what does someone approaching retirement need to do to be prepared?
Now and then, I’ll meet with a client who is reticent to talk about goals or planning strategies because they feel that in so doing, they are not relying on God’s provisions. But here is what the Bible says when it comes to planning: "Suppose one of you wants to build a tower...
Retirement is a phase of life that many look forward to with so much anticipation that they know the exact date that they plan on retiring.
“Do your giving while you’re living so you’re knowing where it’s going.” It’s a catchy phrase that you may have heard and while the concept is seemingly simple, implementation can often be a bit more complex.
Some may already have them set up as beneficiaries in their wills but a lot of them want to help now…do you have any suggestions?
Debt: That four-letter word that some shun as an absolute evil, something we should abstain from at all costs, no pun intended.
As parents, the biggest task set before us is raising healthy, strong, independent children – that’s the goal, anyway.
