Woburn, MA (PRWEB) October 17, 2012
Myth: Anyone who does financial planning can legally call themselves a "financial planner."
Myth: Investment advisers and financial planners are the same thing.
Myth: You need at least $250,000 of assets before you need a professional's help.
Myth: Life insurance isn't a good investment.
Myth: A professional who works for a company that offers its own products can still avoid a conflict of interest.
Myth: A stockbroker can legally provide me with advice and charge me for it.
These are just a few of the commonly believed myths that Steve Hartel will bust and expose the truth about at the Women's Toolbox 2012 Unconventional Convention being held October 18-20, 2012, at the Sheraton Colonial Boston North Hotel and Convention Center in Wakefield, MA.
Additionally, Steve will be on hand to provide his expertise to business owners attending the conference who want to learn advanced tax mitigation strategies, retirement income planning techniques, proper use of insurance products, how to craft a buy-sell agreement that protects against the "Four Ds," and much more.
Steve's Compliance Department is very thorough and always insists that he include the following disclosure:
Securities and advisory services offered through National Planning Corp (NPC). Member FINRA/SIPC, a Registered Investment Advisor. Trilogy Financial Services and NPC are separate and unrelated companies.
Steve is an independent licensed financial planner with Trilogy Financial Services, a California headquartered firm that specializes in providing financial advice to individuals, families, businesses, and business owners. Trilogy has 11 offices across the country including one in Woburn, MA, where Steve is located.
Steve does not believe in cookie cutter financial plans. Everyone’s needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Steve, financial independence means reaching the point where work becomes optional and retirement becomes affordable—but each person might define that differently.