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Steve Doster

You’ve Got a Friend in Your Fiduciary Financial Advisor

You’ve Got a Friend in Your Fiduciary Financial Advisor

Take a moment to consider this: what if you had a friend you could turn to whenever you had a financial question? Not sure how much of a house you can afford? Call your financial friend to walk you through the numbers. Don’t know which investments to choose in your 401(k)? If you work with a fiduciary financial advisor, you could have someone to answer that question.

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How a Financial Plan Benefits You

How a Financial Plan Benefits You

A financial plan is a tool that allows you to review and understand your current financial situation, as well as set goals for your future. However, there are many more ways a financial plan can be beneficial to you, including acting as a guide for making well-informed and intelligent investment decisions.

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The Importance of Estate Documents: A Real-Life Example

The Importance of Estate Documents: A Real-Life Example

Many people know that Aretha Franklin passed away on August 16, 2018. Many people may know some of her most popular songs, such as “Respect” or “A Natural Woman,” and that she was often referred to as the Queen of Soul. However, something many people may not know about Aretha Franklin is that at the time of her death, she had $80 million and no estate documents in place.

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