![]() ![]() He holds undergraduate and graduate degrees in mathematics and psychology and practiced as a psychologist in private and public service for sixteen years. Jon Ford is an investment advisor representative for Commission Free Financial Planning Solutions, Inc. People discover that with Commission Free Financial Planning Solutions, Inc., being financially secure and independent does not mean being alone. We sell n o products, which reduces the risk of a conflict of interest and increases the chances that our clients purchase only those investments, insurance policies, and other financial products that increase the chances of reaching your goals. See MoreĪs a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. Helping you make good financial decisions and avoid costly mistakes.(family, friends, personal interests, life goal, travel etc.) Managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you.Helping you achieve your lifestyle and retirement goals.Ĝreating a strategy and putting a plan in place to get you from where you are now to where you want to be.We help you on your journey toward long-term financial success by: Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND per sonal financial planning that may involve retirement planning, estate planning, college funding, retirement distribution options, cash flow/saving strategies, wealth preservation and risk management.Ĭontinuum Wealth Management brings all areas of your personal and financial life together into an actionable plan. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. In reality, they can be beneficial for people from any income level. There’s a misconception that you have to be extremely wealthy to use a financial advisor. An investment advisor offers investment advice and recommendations to individuals or organizations.A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.A financial planner helps an individual or a company make a plan to achieve long-term financial goals.Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.There are over 100 certifications that financial advisors can obtain. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. A financial advisor is probably the term you've heard most often. There are many titles for financial professionals, so it's challenging to track what each one means. 7 Best Homeowners Insurance Companies of 2023. ![]()
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