We are a professionally managed financial planning and wealth management firm based in Birmingham, AL seeking an Associate Advisor to join our team. The focus of an Associate Advisor is to prepare, attend and execute follow up work for client meetings. This is a professional support position in a client-focused environment.
One of the biggest trends taking the nation by storm has been the recent infatuation with home renovation and restoration. Whether it’s the popularity of shows like HGTV’s Fixer Upper and Property Brothers or DIY Network’s Rehab Addict and First Time Flippers, almost every neighborhood has at least one house undergoing structural or cosmetic updates.
Many people come to us concerned that they aren't saving enough toward their goals, particularly for retirement, and want to know what they can do to get on track. We find that we can calculate what they need to start saving much easier than they can adjust their spending. It is easiest when they are coming in around a time of significant income increase or expense decrease.
Many people, both in the finance field and outside it, often refer to credit scores, but not everyone knows what a credit score actually is and what it is made up of. There are lots of articles covering this topic online, but many of them contain an overwhelming amount of information, so I’d like to cover the basics.