Learn the ins and outs of comprehensive financial planning, from defining its components to implementing the right strategies ...

Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Today’s financial environment has many clients in “reaction mode”—adapting to the ever-changing landscape. In my recent conversations, many of my clients want to know how to manage the impact of ...

Explore how financial advisors and financial planners differ.

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. The owner of Aegis Financial Partners in Boulder, ...

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Comprehensive long-term care planning is about creating options. When you address these needs proactively, you maintain control over your choices and preserve your family's financial future. When most ...