Pitfalls when advising blended families
Link to article:
https://www.financial-planning.com/news/pitfalls-when-advising-blended-families?tag=00000155-0702-d839-abd5-efe6710c0000
Article by Jane King, founder, and Caroline Hedges, associate, Fairfield Financial Advisors
Link to article:
https://uk.finance.yahoo.com/news/birds-bees-sure-parents-really-125800397.html
Fairfield Financial Advisors responds to a need in the marketplace for objective financial advice that is not tied to the sale of a product.
As an organization that provides fee only counsel, we believe that financial advice should be understandable and delivered in a supportive, educational environment. Since we have no sales quotas to reach or in-house financial products to sell, our focus is based on unbiased advice.
Investment portfolios recommended by Fairfield Financial Advisors primarily use no-load mutual funds and individual securities. All buying and selling is done through Charles Schwab & Co., and all securities are held in the name of the client.