WHAT I DO: I founded Union Financial Partners in 1997 in order to help people with their money. I work with my clients in a personalized way. As a Certified Financial Planner™ (CFP®) and Registered Investment Advisor specializing in goal-based investment strategies for
HOW I DO IT: My firm specializes in creating goal-based investment strategies using a custom plan fit for you.
-We are a fee-only wealth management firm and never recommend investments so that we can make a commission.
-I have been helping individuals and professionals transition to their second careers, post retirement such as professional and retired athletes.
-We use Dimensional Funds, an investment strategy that has...
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Etiquetas
nflfinancial advisory for athletesfinancial planningfinancial servicesnfl retirementsports financesportsretirement planning
WHAT I DO: I founded Union Financial Partners in 1997 in order to help people with their money. I work with my clients in a personalized way. As a Certified Financial Planner™ (CFP®) and Registered Investment Advisor specializing in goal-based investment strategies for
HOW I DO IT: My firm specializes in creating goal-based investment strategies using a custom plan fit for you.
-We are a fee-only wealth management firm and never recommend investments so that we can make a commission.
-I have been helping individuals and professionals transition to their second careers, post retirement such as professional and retired athletes.
-We use Dimensional Funds, an investment strategy that has...
Etiquetas
nflfinancial advisory for athletesfinancial planningfinancial servicesnfl retirementsports financesportsretirement planning
