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Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them...
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Mitch Simkins
Farther Finance, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer...
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Brian Cummings
CFP®, EA, ChFC®
Cummings Wealth Management Group
We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.
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Craig Thompson
ChFC®
Assets Solutions
Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other...
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Charles Helme
BH Asset Management, LLC
We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and...
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Mike Breitfeller
CFP®
The Breit Group
At the core of our mission is a simple yet powerful idea: Discover Alignment. It's more than a tagline-it's the driving force behind how we bring clarity, cohesion, and efficiency to every...
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Latest Blog
9 Min Read
30 Sep 2025
8 Wealth Creation Tips That You Must Know
For mid-level professionals approaching retirement, wealth planning often feels like a sprint toward the highest possible returns. But the reality is more complex. Retirement readiness isn’t defined by how aggressively you can invest, but by how resilient your system is when markets shift, when healthcare costs climb, or when life...
11 Min Read
29 Sep 2025
5 Dangers of Over-Diversifying your Portfolio
When you’re building wealth for retirement, the advice to “diversify” has likely been drilled into your head for years. Spread your investments, reduce your risk, and don’t put all your eggs in one basket. It sounds like the ultimate safeguard. And to a point, it works. Diversification is one of...
11 Min Read
26 Sep 2025
The Hidden Cost of Rolling Over Your 401(k) to an IRA
Every time you consider moving your retirement savings from your old employer’s 401(k) into an Individual Retirement Account (IRA), you hear that it’s simple, smart, and often more flexible. You gain more control over which instruments you can invest in and eliminate the hassle of juggling multiple accounts. But there’s...
Popular Articles
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a...
How to Diversify Your Portfolio the Right Way
The world of investment is complicated. Whether you are a novice or seasoned investor, the financial world can be intimidating. However, the ultimate key to successful investing is diversification. Diversification is an effective portfolio management strategy where your funds are invested across different securities to minimize risk and maximize profits...
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being,...
How to Determine Your Investment Risk Tolerance Level
Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. While no investment is entirely devoid of risk,...
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Top Financial Concerns
Retirement
Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...
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Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...
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Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.
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Designations
Understanding Your Advisor's Designations
Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.
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