This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.
This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we are able to save you enough money so they cost is there, but it does not effect your bottom line because our advice helped you save money in other areas. Also, we hope that we bring enough value to make you feel better about your finances, so the cost feels more like an investment. The word "cost" is usually negative and applies to something you do not want, but an investment is something positive that will benefit your present of future. We do our best to make sure you feel like you are making an investment.
Here we talk about "selling" and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!
This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. Listen to one of our most transparent episodes from The Financial Advocate podcast. As always, if you need to get in touch: firstname.lastname@example.org
This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time and why we do not think this is a good strategy for success. We get into some of our investing philosophy! Feel free to get in touch with us if you have any questions - email@example.com
This is a real client case study we did for one of our most recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.
Andrew Komarow, MSFS
AEP® AIF® CAP® CASL® CFP® CHFC® CHSNC®CLU® FSCP® REBC® RHU® RICP®
Founder and President
Andrew has been with us since the beginning and is the creator of Planning Across the Spectrum. Andrew is an advocate throughout Connecticut and throughout New England for Autism awareness as well as a CERTIFIED FINANCIAL PLANNER™ and co-founder of Talcott Financial Group in Farmington, CT.
Andrew received his autism diagnosis late in life which answered a lot of questions about struggles he experienced growing up and as a young adult. Having had this experience, he has now dedicated himself to aiding the autism community, utilizing his certifications and skills in the financial world, and his own knowledge of an individual living with autism to help people on the spectrum and/or their families and caregivers plan for their future. He as personally experienced many medical, social, educational, legal, vocational, and relational issues that he can now aid his clients with while understanding that every situation is unique. He provides guidance for life decisions and resources that are available that may not be known about or easily accessible for average citizens. He helps individuals navigate the realities of living in a world that can be complicated to pilot with special needs.
Check out more great information of their website:
The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome.
The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of welcoming communities.
Information about Ashley:
Ashley is the Director of Government Relations. She works with members of Congress and their staff, federal agencies and state and local leaders to help pass legislation that is beneficial to the Down syndrome community.
Check out their website by clicking HERE - (https://www.ndss.org/our-story/mission/)
Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. It offers you a way to save the hard earned money you saved over the years rather than spend it all in the first 2 years of nursing care. This is an annuity that only married couples can use, so if you are married or know a couple that could use this advice, please share! We have been using these annuities to help individuals for over 10 years but we still find most people have never heard of this technique before. If you have any questions, email or call us at firstname.lastname@example.org or 410-663-0700.
I’m the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I’m excited to continue my long career as an investment professional which started when I worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as co-owner of a Registered Investment Advisory firm.
Living and working in places as diverse as Jeddah, Saudi Arabia, Budapest, and Hungary has given me a unique perspective on the world of investing. Through these experiences I have learned that life can change in an instant and having a financial guide can make all the difference between a retirement fraught with worry and one with peace of mind.
Check out her website where you can purchase her book, "Bozos, Monsters and Whiz-Bangs": https://bozosmonsterswhizbangs.com/