It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. We'll help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Join Merriman advisor, Lowell Parker, CFP® for an interactive presentation to discover the possibilities with your own financial plan.
Whether you are a busy professional struggling to figure out why you don’t have more money at the end of every month or you are already retired and unsure how to balance your personal spending with other goals, there is a strategy that can help you feel more in control of your money without having to budget.
Join Wealth Advisor, Mike Ersser on a journey to discover budgeting types so you can determine the approach that makes the most sense for you!
Property crime is much more rampant in the US than violent crime. Here are some of the top security investments you can make when moving to a new residence and the best security features to look for in a new house.
