Why being a part of GAIA sets us apart from everyone else
Alman Partners are proud to be a founding member of the Global Association of Independent Advisors.
Three steps to creating your ultimate financial plan (part 2)
This experience involves a Discovery meeting, and a Concept meeting, resulting in a tailor-made financial plan. Let’s take a look at what happens in our concept meeting.
Three steps to creating your ultimate financial plan (part 3)
It has been said often that if you fail to plan, you plan to fail. Most successful businesses have a Business Plan, and most financially successful people have a Personal Financial Plan.
Three steps to creating your ultimate financial plan (part 1)
This experience involves a Discovery meeting and a Concept Meeting, resulting in a tailor-made financial plan. Let’s take a look at the Discovery meeting, or “Step 1.”
Time is Precious
Money is a commodity that we can’t live without. As a result, we tend to focus a lot of our time on getting, and then keeping, our money. This only make sense. We work hard and don’t want to lose what we have earned.
