Progress Wealth Management
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The value of working with fee-only advisors is that you know at all times, your financial advisor has minimized their conflicts of interest. As a result, you can expect objective financial advice rather than advice in pursuit of the sale of financial products or products that insurance companies would pay commission on. We believe that the best choice for clients everywhere is to work with a registered investment adviser that abides by a fee-only structure. In addition to fee structure, the wealth management services offered should align with your needs. If you're high earning, your investment advisers should include an analysis of your 1040 every year and should have a service offering that fits your specific needs.
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Sentiment Analysis
Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.
He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you're a bad person for spending too much money on eating out last month.
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