So What’s the Plan?
Some time ago, I had a meeting with a couple in their fifties that owned their own construction business—I’ll call them the “Builders.” They hadn’t yet decided to work with FPC, but they wanted to see if we could help. On paper, the Builder family looked great. Business was going well. They had more than […]
Qualities to Look for in a Financial Advisor
Recently, my wife Panoo and I updated our estate plan, which we do every year. I had a notary come to the office: a pleasant woman who was excited we were updating our estate plan.