The article below is different than most. The majority of what we send out to our readers is educational material that we write for the average investor. On occasion, however, Adam Koos is asked to write for magazines written for other […]
In financial planning I get to see my fair share of ugly. The millennial dealing with piles of credit card debt and barely making the minimum payments, because she has never seen a budget. A divorcee whose husband always handled […]
We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your attitude and outlook on life. I made one of those memories just this […]
The leaves are falling, and the seasons are changing, but I couldn’t let the month of October come to an end without first mentioning breast cancer. If going through the checkout line at the grocery store and being asked to […]
In the Beginning… Ten years ago, Paul J. Gire, a financial planner and CFP® professional, wrote a ground breaking research paper that sent shock waves rippling through Wall Street. The article agitated financial advisers, frustrated the status quo being promoted […]
We have an unwavering passion for preserving investments during volatile markets and providing our clients with capital preservation, inflation protection, and steady ongoing income. With all that said, we cannot build family legacies without a tailored, comprehensive financial plan and solutions to go along with the plan.
We often say, “Without a plan, how do we even know how to manage your money? How much risk do we need to take?” Without a plan, you’re just investing and hoping you have enough; hoping you won’t run out of money someday. “Hope” is not a strategy.
Let me quickly explain what a financial plan is