July 30, 2009
IIf you are a business owner, then you understand the importance of earning a client’s trust. They want a sense of your integrity and experience level. They want to know your motives are not just about making a buck and that you will look out for their best interests.
When you create a Revocable Living Trust, [...]
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June 30, 2009
This Wall Street Journal online guide is well written and has lots of good advice anyone looking to hire a financial planner.
Here is a direct quote from the guide’s main points:
Look for a financial adviser who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects of financial [...]
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