I am the president of Diversified, where our mission is to uncover and achieve your life’s goals, so that we can bring true happiness to as many people as possible. I believe in building a firm that can satisfy all our client’s needs under one roof. I’m a CFP and a nationally
Four Factors That Impact Your Financial Plan
There are four factors that might have the most impact on your financial plan and your retirement.
Tax Loss Harvesting And Your Retirement
As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments.
Five Steps To Take The Year Before You Retire
The year before you retire, try these five steps to help you prepare and plan.
Finding Your Balance When It Comes To Your Portfolio
Balance is an important part of life, and that’s true when it comes to your portfolio as well.
Three Things To Consider Before You Downsize In Retirement
Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their current needs.