Posts from the ‘Estate Planning’ Category

Dec 14

7 Tips To Financial Planning Success

Financial planning can be complicated and usually requires some help from some experts in one or more fields in order to ensure that you are maximizing savings and have no stone left unturned. On the other hand, there are lots of steps you can take on your own to save money, protect your family and increase the chances of achieving financial success. Here are 7 things you can do to put a few more dollars in your pocket and make life easier.

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Aug 6

Why Wills Matter – August 6, 2012

Whenever the topic of Wills comes up at dinner parties or cocktail parties (which admittedly, isn’t all that often), it seems that at least one of the partygoers does not have a Will. Rather than trot out a doomsday scenario over dance music, I usually provide a few quick comments and let the conversation return to happier topics. Read more

CSR Financial Services

CSR Financial & Legal Services help you achieve your financial goals by reviewing your existing picture, providing a series of recommendations and assist you in take the right steps, whether you want issue-specific advice on a one-off basis or comprehensive ongoing support. When possible, I try to sell flat fee services, although more complex matters require hourly billing.

Although I don’t sell insurance or investments, I have a network of experts who will pay me referral fees that I will use to discount or eliminate what I charge you. That means you can still hire me as a traditional fee-for-service planner who you pay directly or, if you work with anyone in my network, you can potentially get two experts for the price of one.

Posts from the ‘Estate Planning’ Category

7 Tips To Financial Planning Success

Why Wills Matter – August 6, 2012

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