by ltrfinancial | Nov 22, 2019 | Annuities, CFP, Investments
Individuals looking to invest to plan for the future quickly learn they have a number of different investment options. If you’re like most people, you might need a little help understanding exactly what your options are when developing an investment strategy. That’s...
by ltrfinancial | Sep 26, 2019 | Annuities, CFP, Investments
Setting up annuities is a popular investment strategy and something that should be considered when developing a financial plan. Annuities, which are backed by a dollar to dollar guarantee, are generally issued by an insurance company and can be invested and payed out...
by ltrfinancial | Jul 25, 2019 | CFP, Estate Planning, Investments, Tax Preparation
When searching for a Certified Financial Planner (CFP®), it is best to make sure you find one who can offer the most complete holistic wealth management services. Many professionals specialize in one area like investment or estate planning but will not be able to...
