Financial Planning
Lesser-Known Signs You Need to Change Your Plan
We all know about the big life events that might trigger a change in your financial plan – a new job, an inheritance, retirement, marriage or divorce, sale of a business, the birth of a child. But there are a host of other, less earth-shattering circumstances that might signal a financial change to come. It…
Friends don’t let friends quietly suffer financial misfortune
CLIENT SUCCESS STORY #1 Client Profile: Laurence Sunderland (not his real name) Occupation: Business Owner – Residential and commercial alarm systems Prior to meeting with IRONSHIELD Financial Planning™, Laurence’s confidence in his advisor was diminishing. He felt that his advisor was presenting mostly “smoke and mirrors” as there seemed to be a “lot of activity…