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Pulse Financial Planning

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You are here: Home / 2020 / Archives for July 2020

Archives for July 2020

What to Look for in a Financial Advisor

July 28, 2020 by Matt Elliott, CFP®, CSLP® 4 Comments

Going into an initial meeting with a financial advisor for the first time can feel a bit like stepping into a cage fight. Your guard is up, but your opponent is a seasoned veteran that does this every day. How do you prepare when the person across from you is highly trained and you may […]

Filed Under: Financial Services

Invest Your Fidelity 403(b) Like a Pro

July 9, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

Doing the right things consistently with your retirement plan can have a huge impact on your financial future. That great opportunity can create stress if you’re not sure exactly what you should be doing with your investments. That is why I created this step-by-step guide: To help you take control of your 403(b) plan at […]

Filed Under: Financial Plan Creation, Investment Management

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Pulse Financial Planning is a fee-only financial planning and investment management practice located in Rochester, MN.

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Pulse Financial Planning, LLC
3265 19th Street NW Suite 700
Rochester, MN, 55901

Phone: (507) 218-7707
Email: matt@pulsefinancialplanning.com

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Disclosure: Pulse Financial Planning (“PFP”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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