Schedule a Free Consultation
I look forward to showing you how to leverage all that you’ve already built so you can have the future you deserve!
Your free consultation will include:
- Evaluation of the performance of existing holdings vs. comparable benchmarks
- Assessment of exact total costs and fees of current investments
- Review of tax efficiency of current holdings
- A newly proposed portfolio of investments
Don’t Let Discomfort Get in the Way of Your Future
- I know it can be uncomfortable to take a hard look at your finances, especially if you haven’t done so in a while because you’ve been busy living your life!
- I know it can be intimidating to walk someone else through your finances when you feel like you’ve made mistakes.
- I know you may feel badly that you haven’t taken the time to fully plan your financial future yet.
No matter where you are starting or what mistakes you think you’ve made, I will guide you through simple steps to develop a plan to build wealth for your family and give you confidence in your financial future.
A Wealth of Knowledge Shared by Pat Haggerty
401K FRIDAYS: THE “ONE WORD” CHALLENGE
All right Josh it's 401K Fridays, the challenge for this one, tell me the number one reason in your opinion for using a 401k plan in just one word? Taxes. Okay, I very much agree with you, tell me why. Simply put, the...
401k FRIDAYS: DON’T PASS UP THE EMPLOYER MATCH
We're here again today, Josh it is 401K Fridays, and my question for today is in the simplest terms possible, what is a 401k plan employer match? Sure, a 401k employer match is when the employer contributes money into...
401k Fridays: 1 THING EVERYONE SHOULD BE DOING WITH THEIR 401K (BUT ALMOST EVERYONE ISN’T)
It's 401K Fridays with Josh Feldman Josh. What is something, what is one thing that every person should do on an annual basis with their 401k account? Every participant in a 401k should rebalance their Investments....
