Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality -your “Financial DNA. This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are [...]
Tag Archives: DNA
Understanding your Financial DNA
There once was a time when you might meet with a financial advisor for an hour or two. He or she would look over your assets, liabilities, risk tolerance, and maybe your current insurance coverage. The two of you might discuss the rate of return you would like to see on your investments and your [...]
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
