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Financial Life Advisor
Links to Blog Directories
http://www.blogcatalog.com/directory/finance/personalfinance
http://www.bloggapedia.com/
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Blog Disclosures
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Financial Life Advisors, LLC (“FLA”) is a state registered investment adviser located in the State of Texas. FLA and its representatives are in compliance with the current registration requirements imposed upon state registered investment advisers by those states in which FLA maintains clients. FLA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. FLA is neither a law firm nor accounting firm, and nothing contained herein should be interpreted by you as legal or accounting advice. We recommend that you seek the advice of a qualified attorney and/or accountant for legal or accounting services. All information submitted to FLA for the blog and website (“Blog”) is the sole intellectual property of FLA and may be published on the Blog.
The information provided on the Blog is provided for informational purposes only and should not be used as a substitute for personalized professional investment advice. Participation in any way with the Blog does not constitute an investment advisory or financial planning engagement. You should consult with your investment advisor or another financial professional before making any investment decisions. While all information on the Blog is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. From time to time general investment guidance may be given in the Blog in response to questions asked by readers of the Blog. There is no guarantee as to the risk, returns, and performance of those investments referenced. No compensation is received by FLA for answering Blog questions and FLA does not endorse any particular investment products.
None of the information published by FLA Advisor is intended to be used, nor can they be used, for purpose of avoiding U.S. tax penalties.
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Information About This Blog
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Reason for Blog
Financial advice is everywhere. The problem is that often someone who is giving that advice is selling a specific product or insurance policy. This blog is different! The firm I work for provides fee-only advice to all new clients. In fee-only advice, no commissioned products are sold. Our goal is that after reading the advice we dispense and seeing our competence, you will want to hire us to give you advice full time. If you don’t hire us, our hope is that you will learn something valuable from the blog postings which helps you make one of the myriad of financial decisions in your life.
We will not have paid advertising on the blog, nor will we charge for any responses we give in the blogosphere. Our goal as a firm, and in this blog, is to remove as many of the conflicts of interest in helping people make financial decisions as possible, committing to always having your best interests above our own.
Format of Blog
Most of the blog postings will be from questions submitted by blog readers. In a similar format as Dear Abby, we will respond to the questions from readers and post the responses on the blog. Only the first and last initials of submitters along with their hometown will be displayed on the blog.
In submitting a question, it is important to include as much background information as possible. Oftentimes, the subtle background details can make a huge difference in a financial decision. It is always better to include too much information than too little. From time to time certain information may be omitted from a blog question when it is not needed to answer the question.
Comments may be submitted, but due to regulatory concerns, they must be reviewed prior to posting. Most of the blog postings will be answered by Ben Gurwitz or Jim Oliver, and from time to time, a subject matter expert may be invited to answer the question. Moreover, as pertinent events occur, a general blog posting will be added.
Firm Background
Financial Life Advisors (FLA) is a Registered Investment Advisory firm based in San Antonio, TX catering to retirees and professionals who need assistance with wealth management and financial planning. FLA has been in operation since 2003.
Ben Gurwitz is a CERTIFIED FINANCIAL PLANNER TM or CFP® professional with a background in insurance and investment sales and consulting. Jim Oliver is a practicing CPA/PFS and CFP® professional. In addition to FLA, Jim founded and has operated the CPA firm Jim Oliver & Associates, P.C. since 1981. See their bios.
This firm is not a CPA firm.
Information About This Blog Submit Question by Email Blog Disclosures
When submitting a question please include as much relevant information as possible. Specifics on the amounts discussed, time horizon, age, income and other factors are critical to help answer your question more comprehensively
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