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Fraud - Something We All Want to Avoid

Fraud - Something We All Want to Avoid

When it comes to protecting ourselves and our loved ones from fraud and identity theft it takes focus and commitment. We cannot let our guard down. We should never underestimate the thieves.

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Registration and Designations of Financial Advisors Matter

Registration and Designations of Financial Advisors Matter

When it comes to deciding which financial advisor to work with, consider the advisor’s registration and designations, as they change everything.

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Are You Better off with a Bank or Independent Financial Advisor?

Are You Better off with a Bank or Independent Financial Advisor?

When it comes to investing, trust is crucial. You’re not inclined to give someone control of your life savings if they haven’t proven themselves trustworthy.

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Fees: A Term I Know Everyone Hates

Fees: A Term I Know Everyone Hates

When it comes to investment fees, a little knowledge can be very dangerous. I have been running a fee-for-service business for the last fifteen years which has provided me with extensive experience in this area.

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Is Your Financial Advisor MoneySense Approved?

Is Your Financial Advisor MoneySense Approved?

Reviews make a big difference in the online world. Anyone can claim online that their products or services are the best, but it’s reviews that add truth to those claims.

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Traits of a Trustworthy Financial Advisor

Traits of a Trustworthy Financial Advisor

What’s the most important trait in a financial advisor? In our opinion, it’s trustworthiness. If you know you can depend on your financial advisor, all the other pieces of your working relationship fall into place.

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Why You Need Worry-Free Income Options for Retirement

Why You Need Worry-Free Income Options for Retirement

Financial considerations will change after retirement. Many retirees have to make changes to their budgets because their savings will now have to last for an indefinite period of time.

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Why Your Finances Will Benefit from Only One Advisor

Why Your Finances Will Benefit from Only One Advisor

It’s easy to access information nowadays. If we’re looking to purchase a product, we can shop around for the best price, read reviews on product quality, and make decisions based on mass opinion.

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Preparing for Retirement: What to Expect

Preparing for Retirement: What to Expect

People often approach retirement with a sense of uncertainty. This is understandable – it’s hard to predict exactly what life will look like, especially when you’re living off of a fixed income. We can give some hint to the changes you’ll discover along the way.

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Why You Need A Fully-Customized Investment Solution

Why You Need A Fully-Customized Investment Solution

Imagine setting up a meeting with your financial advisor to discuss your investment portfolio. Imagine that, in this meeting, your advisor hands you documents outlining someone else’s portfolio.

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Cognitive Bias & Your Decisions

Cognitive Bias & Your Decisions

Have you ever tried to claim that you have no bias? It turns out that none of us can truly make that claim. According to Business Insider, there are 20 common cognitive biases that impact our everyday decisions.

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Why Halton Wealth Management Investments Works Independently

Why Halton Wealth Management Investments Works Independently

Generally, people appreciate their independence. Having the freedom to make decisions with minimal limitation is important – that’s why we choose to work as an independent financial planning firm.

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Evening Appointments Available: Meetings available at place that is convenient for you.