Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors. Three Creeks Capital – Ryan A.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

DECEMBER 12, 2022

In the absence of a securities account, what value do you provide to your clients? ” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? A critical question in the debate of financial advisor vs. broker is what is value? Scott Salaske.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. This makes the latter more trustworthy and accountable.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. They recommend a $500,000 account minimum. Tides are changing!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

APRIL 10, 2023

If you have the wrong political views, access to your bank account could be at risk. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. It’s outlived its usefulness. That’s crazy.

Investing 52

Investing Investments CFP Financial Advisor 52

Clever Girl Finance

OCTOBER 12, 2023

Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan. It was also found that millennial women are investing outside of their retirement more often than previous generations.

Investing 77

Investing Investments Risk Tolerance Accounting 77

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

NOVEMBER 14, 2022

He thinks the industry has been weighted towards investment savings type products. Investments savings account type annuities are not designed to withstand the stresses of life that households go through. Some are market-based, the level of interest credited to the account can vary. The insurance policies will lapse.

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 12, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Accountant-Lawyer Alliance.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. Grillo: Next question.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59