Don’t go it alone Why working with a financial advisor is key to your financial well-being James Taylor CFP®, Wealth Counselor Shortly after the 2016 presidential election, I received a frantic call from a client. He and his wife wanted to sell all their investments...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Wealth Management Firm, Phoenix What does it mean to be a top wealth management firm in Phoenix? An important component of managing a portfolio is understanding each family’s goals and keeping an...
Wealth Management Table of Experts: Protecting Your Legacy Thomas Connelly, President & CIO, Versant Capital Management, Inc. Liz Shabaker, Principal & COO, Versant Capital Management, Inc. Scott Horn, President, TFO / Scott Porter, Sr. VP, Bennett &...
Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their early retirement years, George encountered a health care issue that forced them to reassess their future. Key Concerns: Determining an appropriate health care and housing decision plan...
From Dimensional Fund Advisors Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and...
