Managing your finances alone is like preparing for the big game without a playbook or an experienced coach to lead you to victory.
Author: Tami McDonald
Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. She has a Bachelor of Business Administration with a minor in Finance. She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.
Think of Your Advisor as Your Financial Coach
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Don’t Fear a Virtual Meeting with Your Financial Advisor
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Choosing the Right Financial Advisor
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