planning

Start Early

Start Early A good number of my clients have come to me when their child with a disability has reached the age of an adult.  By no means would I say their situation is hopeless, but I would say that they would be in a far better position if they started taking action when their...

Is Financial Planning, Investing?

Is Financial Planning, Investing? “The focus of financial planning is about investing.” Investing is an important aspect, but it is not the only one.  Financial planning is about protecting assets and income from loss and misuse as well.  This includes tax reduction strategies, insurance...