CFP® Board’s “Let’s Make a Plan” Campaign
Have you seen the new public awareness campaign launched by the Certified Financial Planner Board of Standards, Inc? Here is the first TV spot:
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Insights & Other Important Communication
Have you seen the new public awareness campaign launched by the Certified Financial Planner Board of Standards, Inc? Here is the first TV spot:
My quarterly letters typically contain an overview of what has happened in the market over the past quarter and an outlook to where I think we may be heading. This quarter, I am going to bypass the market review and instead take a closer look into how recent world events have made a financial impact.
It is the dreaded today. Today is the last day to pay 2010 Federal Income Taxes on time.
I recently wrote about the state of the U.S. economy. Now that we are into April, J.P. Morgan Asset Management has provided new charts so we need to see what has changed.