by Victoria Garcia | Apr 16, 2024 | Financial Advisor
Even though financial planners and fund managers do not provide the same services, their professional roles intersect to a certain extent, specifically with regard to the personal benefits they provide to their clients. When you retain financial planners to help you...
by Victoria Garcia | Jul 27, 2021 | Financial Advisor
One of the first steps in working with a Registered Financial Consultant like Matthew Dixon is to determine how much is needed in your retirement savings to enjoy the life you want to live after you stop working. This is often a surprising number for people in the...
by Victoria Garcia | Jul 27, 2021 | Financial Advisor
No matter how well you think you are doing in terms of budgeting and saving, you could always be doing better. The simple fact of the matter is that it sometimes takes the help of a professional to truly achieve those financial goals. Whether you have those goals set...
by Victoria Garcia | Jul 26, 2021 | Financial Advisor
You did a great job of creating the essential documents for your estate planning several years ago. While those efforts were fine then, things may have changed. It’s time to take a fresh look at your estate planning in Scottsdale, AZ, and see if you need to make some...
by Victoria Garcia | Jul 8, 2021 | Financial Advisor
It's never too late to start saving for retirement or your kids' education, and the earlier you start, the better off you'll be when the time comes. Here are some top tips on how you can quickly build your savings from a financial planner in Fort Smith, AR. Start...