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Clients That are as Financially Literate as the advisor

Clients That are as Financially Literate as the advisor
Make the Best Relationships. Determining a client’s true risk tolerance is a tricky endeavor requiring a mastery of human psychology, perhaps a high level of clairvoyance and the artful ability

Financial Care for Women Transitioning Through Divorce

Financial Care for Women Transitioning Through Divorce
It is an unfortunate statistic that nearly half of the 2.4 million marriages in the United States each year will end in divorce.

A Passion for the Process

A Passion for the Process
Financial plans for accommodating an unpredictable future. At Berk Cleveland Rathmell Wealth Strategies LLC (BCR Wealth) in Vestavia Hills, Alabama, the staff is passionate about helping

The Art of Retirement

The Art of Retirement
Making your money last a lifetime. What does retirement sound like? For some it’s the click of pruning shears snipping a prized rose bush.

Embracing Transitions

Embracing Transitions
Turning challenges into inspirational moments. Kuhlmann understands transitions.

Financial Planning for a New Generation

Financial Planning for a New Generation
The Art of Advising Millennials. If the 2008 crash has done anything, it has changed the way a new generation of investors views financial planning.

A Long-Term Relationship

A Long-Term Relationship
Wins Over Short-Term Financial Gains. Several recent surveys by organizations monitoring the pulse of the financial services industry are demonstrating that clients

A Behavioral Approach to Retirement

A Behavioral Approach to Retirement
Creating and Following a Worry-Free Path to Financial Security. Retirement investing isn’t for the timid. It takes careful planning, determination and consistency in the face of volatile markets

The Best Road to Success

The Best Road to Success
Teaching clients the difference between investing and trading is critical to guiding them through choppy, volatile markets without seeing them become victims of emotionally-based choices.

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