Financial Planning for Family Members with Special Needs

From The Charleston Mercury May 30:

You may recall that back in March I invited y’all to my 100th birthday party. I received a number of nice responses, including suggestions for the menu at the party to include “soft items” not requiring much chewing for toothless attendees. I also received a few serious responses, one from my friend and fellow fee-only financial advisor Don Bailey. Click here to read the full article.

Will you be able to celebrate your century mark?

Lester Detterbeck of Detterbeck Wealth ManagementFrom the Charleston Mercury today:

“You’re invited to my 100th birthday party, so mark it down: Nov. 20, 2047 – only 35 years from now. This isn’t a joke. Recent studies show that Americans are living longer. It’s likely I will reach 100. Will you? And, if you do, will your savings last that long too? “

 Click here to read my latest contribution to the Charleston Mercury.

 

NAPFA Press Release

Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners: Brett M. Detterbeck of Detterbeck Wealth Management accepted for membership in the National Association of Personal Financial Advisors (NAPFA)

ARLINGTON HEIGHTS, IL- Brett M. Detterbeck of Detterbeck Wealth Management in Palatine, IL has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Detterbeck becomes affiliated with an organization of more than 1,500 of the most­ qualified financial advisors in the nation, as well as 900 other allied professionals.

Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are only available to Fee­ Only advisors who meet NAPFA’s stringent qualifications. Those standards prohibit the acceptance of commissions and sales related compensation, require advisors to act in clients’ best interests at all times, and to offer comprehensive planning services. NAPFA is also known for having the industry’s most rigorous education and training requirements. Candidates for NAPFA-Registered Financial Advisor status are required to submit a comprehensive financial plan for a peer review.

To read more, please click here.