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What is financial planning?

Done right, financial planning is a process that helps you figure out where you are financially today, where you want to be in the future, and then helps you determine the best way to get there. With Nakowicz Financial the process involves an initial in-depth review of a client’s current financial situation and then the [...]

By |July 19th, 2016|Comments Off on What is financial planning?

What is a financial planner or advisor?

Anyone can say that he or she is a financial planner or advisor. That’s why it’s essential to be sure of the qualifications and credentials of any “planner” or “advisor” before you pay anything or entrust them with your financial present or future. Nakowicz Financial offers a no-obligation conversation via phone or in person. In [...]

By |July 19th, 2016|Comments Off on What is a financial planner or advisor?