Choosing the right financial advisor is similar to finding the right spouse. You and your CFP® must be able to work together to achieve your goals.
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.
Choosing the Right Financial Advisor
COVID-19 Update for Our Clients
An important update from Brookstone Wealth Management Founder and Certified Financial Planner™, Tami McDonald regarding COVID-19 and your investments.
Women: Get to know your Financial Advisor
A good marriage requires trust and sharing of responsibilities. But, women often make the mistake of not getting to know their financial advisor.
Portal Login Instructions – Morningstar
Instructions on how to login to the Morningstar Web Portal for customers of Brookstone Wealth Management in Columbus, Georgia.
Last Will & Testament: Death Shouldn’t Be A Guessing Game
Why do we care if you have a Last Will & Testament? Because death is a legal event and once you die things must be done in a legal format.
Financially lost at sea? You need a compass
Do you have a financial plan? Or, are you lost at sea? Let Brookstone Wealth Management be your compass and lead you to your True North.
Welcome to Our New Website
We can’t wait to introduce you to Brookstone Wealth Management’s new digital experience. In fact, you are already getting a taste with this article.
