Lodestone Financial Planning

★★★★★

About Lodestone Financial Planning

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Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED
5.0 1
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I used to have someone manage my money 'for free' not realizing, of course, that they were making a commission on everything they sold me something. So switching to a fee-only model took some getting used to, but the range of advice Jean is able to provide is impressive, and not limited to commission based products. For example, she showed us how we could invest in a low cost 529 education savings program and get a tax break on it. She also explained how we could maintain our disability insurance coverage that we didn't realize we were about to lose.

5
★★★★★

I used to have someone manage my money 'for free' not realizing, of course, that they were making a commission on everything they sold me something. So switching to a fee-only model took some getting used to, but the range of advice Jean is able to provide is impressive, and not limited to commission based products. For example, she showed us how we could invest in a low cost 529 education savings program and get a tax break on it. She also explained how we could maintain our disability insurance coverage that we didn't realize we were about to lose.

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Fee-only financial planning and investment management.

 

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