What Does Your Financial Planner Do For You?

by johnnyc2id on Mar 28, 2019

fee-only financial planner, retirement, fiduciary, Taxes, investing, estate planning, risk management, insurance

There are no shortage of people calling themselves financial planners or financial advisors, so as a consumer it can be tough to decide which one is right for you. In this article, I will talk about the different kinds of planners that are out there, why I chose to be a fiduciary, and finally what I as a financial planner can do for you.

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Strategy vs Tactics When it Comes to Investing

Submitted by John Cooney on Sep 14, 2017

When people find out that I am a financial advisor, the first question I am usually asked is “What should I invest in?” or something close to that.  My answer is almost always the same, “What is it you are investing for?”  If your advisor is telling you what to invest in, before you have talked about what you are investing for, I highly recommend you find another advisor.  When I think about investing, I often think back to my military education days and learning about the three levels of war; Strategic, Operational, and Tactical.

investing, retirement
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