5 Signs That You Are Talking To The Wrong Financial Advisor

The tales of financial advisor fraud are like a car wreck: terrible to observe and impossible to look away. Here are 5 tips for avoiding your own financial wreck.

What is it about the stories of financial advisors gone rogue that captivates the imagination? Take this recent story in the news: a former New Jersey-based financial advisor was convicted of fraud for stealing his clients’ money and using it to pay his own mortgage, dine out, and buy sporting event tickets. In retrospect, the warning flags were there.

Fee-Only Financial Advice, Financial Planning, Financial TipsPhillip R. ChristensonSeptember 3, 2018Phillip James Financialfinancial plan, Financial Planning Advice, financial planning plymouth, fee only financial planning

Financial Planning 101: What Is Financial Planning, Exactly?

What is comprehensive financial planning, why you need it, and how it relates to your investments.

The subject of comprehensive financial planning tends to scare people away. Get ready to demystify it in the next 10 minutes!

Financial PlanningPhillip R. ChristensonMarch 15, 2018Phillip James Financialfee only financial planning, financial plan, financial tips, financial planning plymouth