Financial Coaching

Why Financial Coaching?

I am an income specialist and a fiduciary (or advocate),  who helps people retire with more money coming in and less money going out. My business life has taught me to treat personal financial strategies more like business strategies. It is for that reason I prefer to call myself a financial coach rather that a financial advisor. In the end people need to be comfortable with both me and their investments and need help and nurturing to get through the planning and maintaining of their financial plan.

The biggest mistake an investor can make is to make a decision on a plan and not follow it because they don't understand it. Dalbar, a company that studies the behavior of investors has reported and proven that when emotion gets in the way of investing the investor will lose. They report that the average investor gets an average of around 3 to 4 percent on their investments when the market is returning between 9 and 11 percent.

I don't use complex plans with lots of charts and graphs but a simpler and better method I call the A B C's of investing. Retirement planning is quite different than the accumulation planning we are used to with tradional investing before we retire. For a video explanation look at our financial planning page.

I am anxious and willing to show anyone who feels like this approach will work for them and their investments. If you want to set up and initial meeting of just a phone conversation to see if we can work together call my office at 610-695-8748 and I will be happy to talk to you. If you want to send an email instead send it to roy@yourwealthadvocate.com.

Investment advisory services provided by Redhawk Wealth Advisors, Inc., an SEC-registered investment advisor.