Archive for the ‘Small Business’ Category

Where can I find a financial adviser whose main business is not selling insurance?

Friday, November 14th, 2008

Wes W asked: I am 64 and own my own small business. How do I find someone who is paid by the hour and has a deep and broad understanding of estate planning, when to start taking Social Security, etc, etc. I have heard that most "financial advisors" ...

How do you start a financial services company?

Saturday, November 8th, 2008

sinceredollars2005 asked: How do you start your own personal financial services company. What are the steps that one must do besides acquire the required licenses and eduacation? How do you gain access to the financial products that you must sell?