Stay informed about your
Stay informed about your financial health
Your retirement plan needs to take a holistic approach. Because there are so many decisions to make, it’s easy to get lost in the weeds. Follow these six signposts to find your way.
How to become a successful investor is often murky because the investment world is complex, and the financial markets are dynamic and constantly changing.
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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Are you seeking the confidence to move forward?
Schedule some time with us to talk and see if we’re a good fit for each other.
Securities offered through LPL Financial, Member of the FINRA/SIPC. Advisory services offered through IFG Advisory, LLC., a Registered Investment Advisor. IFG Advisory, Integrated Financial Group, and Wealth Horizon, Inc. are separate entities from LPL Financial.
FIVE STAR Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2019 Five Star Wealth Managers.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
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