Show TimesTimezone: EDT [UTC-4]
10:00 am - 11:00 am
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About the Show
As independent, fee-only financial planners, we have a fiduciary responsibility to always put our client’s interests ahead of our own. What does that mean? It means we will never try to sell you any products and we do not take commissions. Instead, our interests align with your interests.
We work with individuals and families from all over who are concerned about their futures. We help our clients feel comfortable knowing their years of hard work and sacrifice will provide them with a secure, enjoyable retirement. Our comprehensive process looks at every aspect of financial life, including retirement planning, investment planning, tax planning, insurance planning, estate planning, educational funding, and more.
We cover everything from current trends and topics in financial planning to investments and your portfolio. We also discuss timeless issues such as major purchases, savings strategies, and Social Security claiming possibilities.
Get to know us by tuning in every Saturday morning at 10:00 AM. Get your finance and investing questions answered – call us during the broadcast at 904.831.-0600.