With all the turmoil in the market and changes in tax law on the horizon, are you looking for a financial advisor to help you sort all of it out? No, this is not a solicitation. In fact, as financial educators, we often get asked if we provide financial advice directly for individuals and unfortunately, we have to turn them down. First, we don’t provide any financial advice at all in the sense that we don’t make investment recommendations or manage money. Second, we only work with people through employers or credit unions that hire us to provide financial education. It’s unfortunate because Financial Finesse has managed to put together the most impressive team of financial planners I’ve ever worked with. I would be happy to recommend any of them to a friend or family member in need.
top of page
bottom of page