Monthly Archives: July 2011

Why Work With a Certified Financial Planner?

Choosing a financial planner may be one of the most important decisions you make.   A planner can play a central role in helping you meet your life goals and achieve financial well being.    Take the time to choose a planner … Continue reading

Posted in Advisor, certified financial planner, CFP, Financial Advisor, Financial Planning | Comments Off

Why There’s No Time Like Now to Begin Planning Your Legacy

As a financial planner with nearly 20 years of experience and president and chief operating officer of Fragasso Financial Advisors, I have had the privilege to work with many clients at multiple points of their financial journeys. I have seen … Continue reading

Posted in Estate Planning, legacy planning, tax | Comments Off