FORT LAUDERDALE, Florida., January 28, 2021 /PRNewswire/ — Associated Financial Consultants & Investor Services (Associated), a South Floridaindependent wealth management firm founded in 1972, today announced the addition of patrick farrell and Marc Arnaud to his team as financial advisers. Mr. Farrell, the former CEO of Investacorp, an independent brokerage,Read More →

Modeling your cash flow is important, right down to the cost of your pet’s food, because your expenses reflect your lifestyle. Plus, it helps your planner or “thinking partner” really get to know you. If a planner does not have cash flow information, then the approach is to answer theRead More →