how to choose and work with a financial planner you can trust

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Financial Planning for your future is MORE THAN JUST A GOOD IDEA…

It’s a responsibility, and a commitment to achieving your life-long goals.

IRONSHIELD Financial Planning is a fee-based financial planning firm focusing on goal-oriented solutions.

Whether your needs require a financial planner as a Business Owner or for your Established Family our team at IRONSHIELD work with you as your trusted advisor to develop and implement a plan for your financial success.


How to choose and work with a financial planner you can trust

One of the biggest disadvantages you can give yourself when searching for a financial planner is lack of knowledge.

In this guide you will find out ways to find a qualified financial planner even if you aren’t an expert.

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The Blog

Mike Flux - Market Update and Investment Alternatives Q3-2017

In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2017. We also discuss how to interpret the current events, and …
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The Downside of Being Upfront with Employees

Republished with permission from Built to Sell Inc. One of the core principles of creating a more valuable business is ensuring it can runwithout you by getting managers to think like owners. The theory goes that empowered employees are the …
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5 Lessons From Home Depot’s Acquisition of Blinds.com

Republished with permission from Built to Sell Inc. Jay Steinfeld built Blinds.com into a $100 million e-tailer before selling out to Home Depot. Here are five things that made it a spectacular exit. Win The Make vs. Buy Battle Companies …
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