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*August 2010 Monthly Economic Update * For the stock market investor, last month was pretty lackluster – *the DJIA suffered its first negative August since 2005, sliding 4. more

*WHAT EXACTLY IS WEALTH MANAGEMENT?* *The two words signify a far-reaching kind of financial care. more

*GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED* *If you’re going to say “I do”, here are some things you might want to do. more

"August 2010 Monthly Economic Update" on Making Cents DJIA first August loss since 2005. http://su.pr/65epRB

Tired of "Salesman" financial advisors? "Why People Want Independent Financial Advisors" Money Cents blog post http://su.pr/1F8ui1

These two words signify a far-reaching kind of financial care: wealth management http://su.pr/5QFWsa

Your Ideal Advisor

Are we right for you?

We hold great respect for the relationship between a client and financial planner. Before selecting your planner, do your homework. Consider the following while researching an advisor:

Do you understand and are you comfortable with the compensation model?
What value do you place on the advisor's education and experience?
Does the advisor specialize in what you hope to accomplish?
Does the advisor provide full disclosure?
Do you understand the advisor's investment philosophy and how he/she selects the products recommended?
Do you believe the advisor has your best interest at heart?

You can find a Financial Advisor Diagnostic Tool to evaluate potential financial advisors on the NAPFA Consumer Information site.

Success is to be measured not so much by the position that one has reached in life as by the obstacles which he has overcome.

— Booker T. Washington

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