Carver Financial Services Inc.’s Vision Statement is simply “to make people’s lives better.” Randy Carver became a registered representative in 1987 and founded Carver Financial Services Inc. in 1990 with that goal in mind. Focusing on retirement income planning and wealth transfers, the firm now manages more than $680 million in assets for clients globally. Randy and his team have been named by both Barron’s and Registered Rep. as one of the top advisors in the nation – prestigious honors they’ve held every year …Read More
Paul Guerra founded Brookshire Wealth Management in May 2002, but the company really had its beginnings long before that.
This independent wealth management company, associated with the Wells Fargo Advisors Financial Network, actually began as a dissent against attitudes and methods Guerra saw while working for other companies. He wanted to build a practice where the focus was fully on serving clients, with the utmost respect for them and their goals and dreams, and the utmost …Read More
EVERYTHING CONNECTS TO EVERYTHING.
That unusual sign hung in the room of Jim Saling, CIMA®,CPWA®, Registered Principal throughout his childhood. Today, it embodies the philosophy of wealth management at Saling Simms Associates, an Independent Registered Investment Advisor. “Wealth cannot be managed in a vacuum,” explains Saling. “True wealth management must consider all aspects of your life. Portfolio, tax and risk management as well as generational wealth issues including estate, legacy and philanthropic considerations …Read More
With concerns over the global economy and uncertainty over the future of tax rates, health care, Social Security and a host of other variables, it is increasingly difficult to know which way to turn when it comes to investing. Harvest Financial Advisors, based in Cincinnati, Ohio, helps take the worry out of wealth management. Many of the firm’s nationwide clients are successful professionals, retirees and high-net-worth families with complex planning …Read More
Contrary to what you may think, financial planning is not a science, but an art. It’s not so much about crunching numbers as it is about listening. That’s because it takes more than computers, databases and Internet connections to be a successful financial planner. It takes insight, understanding and a healthy dose of compassion.
Kimm Hannan knows all about this. President of Hannan, Graybill & Associates, he has been listening, understanding and helping point clients in the direction of their dreams for 38 years. In fact, …Read More
Today’s retirees and pre-retirees are navigating a treacherous retirement planning environment. Headlines are filled with ominous warnings of Recessions, Financial Crises, Fiscal Cliffs, the European Debt Crisis, Terrorist Attacks, the Flash Crash, Record Low Interest Rates, Quantitative Easing, Record National Debt, Runaway Spending … all with the potential to help derail retirement plans. In light of the uncertainty, a new breed of financial planner is emerging. Rather than focusing primarily on asset accumulation, they understand investors’ need to …Read More