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The Therapist’s on Call: Thoughtful Financial Planning for Couples

eMoney Advisor

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. I was fortunate to already know a marriage and family therapist here in Lufkin, Texas, where the Kovar Wealth Management home base is. He became an essential resource, and the rest is history.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall. Charles King.