Sara Grillo
MAY 10, 2024
My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. As a fiduciary, I charge 1% of your assets, and do not accept commissions.” I am licensed to serve clients in Missouri, Indiana, and Texas.
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Scan the QR code below to connect with us.
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Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Scan the QR code below to connect with us.
Sara Grillo
JULY 8, 2022
No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. Check emails, social media to respond: 15 minutes. hours of it.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. If you’re going out for 20 year term, who cares what the commission is?
Clever Girl Finance
NOVEMBER 20, 2023
Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies. Many people use an estate planning checklist to prepare their end-of-life arrangements in advance.
Sara Grillo
APRIL 21, 2022
I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media.
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