Month: January 2020
Investing Mistakes
January 30, 2020
Successful people learn from the mistakes of others, yet the investment world is littered with people making the same missteps over and over
Coaching vs. Planning
January 30, 2020
What’s the difference between coaching and planning? Listeners to my radio show may have heard me say that traditional financial planning is
Initial Consultation
January 30, 2020
The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs,
Business Owner Central
January 30, 2020
Can your business fund your retirement? Do you want to know what your business is worth and gain better understanding of what you need
How the New Tax Laws Might Affect Your Financial Plan
January 28, 2020
The year 2020 brings in a new decade and it also brings new tax laws. These new laws affect financial planning, and we want you