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financial plan

7 Steps to a Solid Financial Plan

Learn the 7 Steps to a Solid Financial Plan. Watch below! 7 Steps to a Solid Financial Plan -Video Transcript- Hi! My name is David Shepherd and today I’m going to share with you The 7 Steps to a Solid Financial Plan. So step number one: the first thing you need to do is establish […]

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financial outcomes

Are Upfront Commissions Affecting Your Financial Outcomes?

One of the things that I’ve been running across lately is when people are referred to us, and we review portfolios, I’m seeing more and more instances of things being done with the bias from an advisor to get upfront commissions. In many cases, this means using products or services that pay the highest upfront […]

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