Category Archives: Financial Services

Six Questions Every Proactive Investor Should Ask Their Financial Advisor

And Some Basic Math! I felt compelled to write this article after recent meetings with two different clients. In each case, they entered into investments where high fees virtually guarantee they won’t be able to reach the projected returns, let … Continue reading

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WHAT YOUR FINANCIAL ADVISOR DOESN’T WANT YOU TO KNOW

We have written about these issues in a variety of posts, “Avoiding The Wolf On Wall Street,” “Looking for a Financial Advisor? The “F” Word You Should Be Aware Of, etc. As fiduciaries building portfolios for our clients, we pay … Continue reading

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WHAT IS MORE FRIGHTENING THAN PUBLIC SPEAKING, LOSING YOUR JOB, AND DEATH?

The answer to this was astonishing even to a Financial Services veteran like myself, and the answer is financial planning.  Yes, financial planning!  In a 2013 survey, investors admitted that they’re more afraid of financial planning than public speaking, losing … Continue reading

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MD Preferred Recognizes Charles R. Roberts, CFP®

   MD Preferred Recognizes Charles R. Roberts, CFP® for Service to Medical Professionals Each year, US Medical Specialties, Inc., an international medical consulting firm, helps physicians and other healthcare professionals find community based, “doctor friendly” financial advisors.  Charles R. Roberts, … Continue reading

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Financial Illiteracy – The Odds Are Stacked Against Us

It’s no secret that financial service companies spend billions each year marketing and selling their products and services.  There is nothing surprising or wrong about this.  However a recent study by the Consumer Financial Protection Bureau compared how much is … Continue reading

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It doesn’t take a fortune to build one!

Welcome to the inaugural post on behalf of Financial Freedom Planners.  We are all about helping people and their families make educated, empowered, and enriching financial decisions in their daily lives. We take a fresh, new and unique approach to … Continue reading

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