Dollars and Diagrams

Why Do I Need A Financial Planner?

Insights, Investments

When it comes to your own money, it is almost impossible to be objective. The powerful emotions of fear and greed create a powerful dynamic that often leads to sub-optimal investment behavior.  Even financial planners are best served by having someone else manage their money.

Often, I have clients and prospects say, “I didn’t know that existed.”  The most dangerous quadrant of knowledge is when you don’t know what you don’t know.  The knowledge that financial planners have gained by providing ongoing financial planning for multiple households over many years cannot be overstated.

Potentially most important is accountability.  There is a reason top performers across various industries have coaches.   Financial planning is no different.   The ongoing coaching and accountability that a financial planner can provide positive outcomes during some of the most challenging times.

When objectivity, knowledge, and accountability come together the end result should be clients save time, reduce stress, and can pursue their dreams.


Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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