Insurance

Client Questions – What is the difference between a Financial Planner / Investment Advisor and a Financial Coach / Counselor?

Posted by on October 21, 2010 at 2:18 pm

Client Questions – What is the difference between a Financial Planner / Investment Advisor and a Financial Coach / Counselor? Unlike Financial Advisers, we do not sell investments, insurance or other financial products. Our Financial Coaches coach on a flat fee basis and can easily show you how our services will more than pay for […]

Client Questions – What do I do if I want an umbrella policy but my insurance agent tells me I do not need it?

Posted by on September 28, 2010 at 6:39 pm

What do I do if I want an umbrella policy but my insurance agent tells me I do not need it?  First you need to find an insurance agent with the heart of a teacher (as Dave Ramsey would say). Next I would tell you that you need to find a new insurance agent. If […]