For years we have been passionate about sharing our financial and investment knowledge with people just like you!
BlueSky Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Ackworth, Georgia. The beginning of a calendar year is the perfect time for employees to re-evaluate their strategy for saving in a retirement plan, such as a 401(k). With limits that frequently change and a complicated array of tax and plan rules, taking full advantage of employee benefits can sometimes be a tricky proposition.
The whole world watched, as virtually every investor was directly or indirectly affected by the unbelievable scale of deception that was unfolding. Since then there have been many changes made within the investment industry to help prevent this type of event from happening again
BlueSky Wealth Advisor, Stephen Fletcher, CFP® Professional, MBA is located in our New Bern office. When I first began my career, I got a very helpful piece of advice from my first boss; he was a perfectionist and reviewed even the most minute detail of the work I turned in to him. He told me that, as good as someone is at their job, you must assume at the outset of your experience with them that they are terrible at it.