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Investments

Video: How to Choose the Right Investment Advisor

Submitted by Robert Gordon & Associates, Inc on March 2nd, 2018

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 
Tags:
  • CFP®
  • Fuduciary
  • Investments

You Don’t Need A Financial Plan – You Need Financial Planning

Submitted by Robert Gordon & Associates, Inc on July 19th, 2017

What’s The Difference?

When I first start talking to a new client, I often discover that they have a financial plan. At some point in the past, they worked with a financial planner who helped them build a plan that was probably a good one for their needs at that time. But then… The plan sat on the shelf. The details of the plan were not fully executed.

Tags:
  • Asset Allocation
  • Financial Independence
  • Financial Planning
  • Investments
  • Risk
  • Tax Planning
  • Read more

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