Services Abound at Financial Fiduciaries

From the Desk of Charlie McCullough

Charlie McCulloughI write this post after an appointment with my advisor at Financial Fiduciaries. We just finished discussing my daughter, Ava’s 525 plan, which you might remember me discussing in a past newsletter article. Even though she is only 6 and entering first grade, there are a lot of important decisions my wife Lisa and I have to make regarding her future higher education and our part in helping fund such endeavors.

While the objective of our appointment was to discuss Ava’s plan, invariably things moved from one thing to another and soon enough it seemed that we were talking about an estate plan as well as my aging parent’s financial future. It made me stop and think about all of the great services that are right at my fingertips when I talk to the team at Financial Fiduciaries.

After my appointment was over, I started to do a mental inventory of all the financial services they provide.  In the last year alone, in addition to the a fore mentioned 525 plan, I have discussed my personal portfolio, specific considerations for my wife Lisa, who is a high earner as a Physician, our estate plan, the tax implications of my current financial mix, the implications my parent’s estate plan will have on my taxes, insurance and of course my retirement plan.

I feel fortunate to have a team of individuals who can guide my every financial step and offer a comprehensive list of services for me and my family.  And, because of their fee-only status, I know that I am receiving the best possible advice for my personal goals and objectives – they truly have my best interests in mind!

Charlie and Lisa McCullough are fictitious characters who are utilized to illustrate situations in which people might find themselves.  Their family and friends are also fictitious.  While their stories are inspired by actual situations encountered by Financial Fiduciaries professionals working with clients and prospective clients, they are not intended to provide any specific investment advice.  Each situation is different and any general advice provided in the context of these articles may not be suitable for all individuals.  Always consult a professional for advice specific to your situation.

 

 

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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