Focus on Long-Term Goals Instead of Reacting to Short-Term Market Movements
An important aspect of the Flourish investment philosophy is to help our clients find the right portfolio for them. We use a variety of tools to help clients identify their risk tolerance, then match that up with their long-term financial goals to build a customized investment solution. The following article by Dave Goetsch, Executive Producer […]
Communication: How to Save Your Family in the Legacy Plan
When it comes to financial planning, we spend a lot of time talking with our clients about what they want their financial legacy to be. Beyond the money and assets, they will leave to their family and charities they care about, we often discuss how that legacy will be used and what financial philosophies they […]
