A Fee Only Financial Planner for Those Who Are Not (Yet) Rich
Most investment planning services firms focus on the interests of the wealthy, while they hide fees within excessively costly financial products sold to the middle class.
Using hundreds of thousands of what the securities industry calls “producer” employees, the brokerage industry sells investment products and services to clients for transactional fees, asset holding charges, and many […]
An Objective and Independent Financial Advisor
Find an independent financial advisor who understands and follows the scientific finance literature.
During my 20+ year Silicon Valley business management career, I had saved my pennies and invested them according to the financial principles that I had learned at the Stanford Business School in the early 1980s. (See: Background of the Pasadena Financial Planner) With […]
Find More Free Financial Information:
- Financial Planning Reading List
- Living Expense Tracking Methods
- Your Family Financial Planning
- Your Family Financial Planning Process
- 10 - Independent Investment Counselors and Financial Advisors
- 9- Efficiency of Personal Investing Strategies
- 8 - Insurance Risk Management
- Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management
- 7 - Investment Management Fees
- 6 - Personal Investment Strategy
