@bleesfp

Founder and owner of Strategic Financial Planning, Inc. an independent, fee-only financial planning and wealth management firm in Plano, TX.

 Plano, TX
strategicfp.com
Joined February 2009
  • Tweets46
  • Following255
  • Followers58
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Report Says Broker-Dealer Ads Show Illusion of Fiduciary Duty bit.ly/1LhIfAF via @PIABANews @DanSolin @USNewsMoney
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How would SEC react if I told them as a matter of convenience all my client emails were on my personal account? ow.ly/3xuq0t
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Why Aren’t CFPs Always Subject to a Fiduciary Standard? (via @ThinkAdvisor) thinkadvisor.com/2014/12/03/… fw.to/0AzoNBS
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While public awareness of the CFP grows, so does the confusion over if/when a CFP is a fiduciary or a salesperson. ow.ly/EJ5Hp
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Cruz-Hiring mistakes. #1 is no industry experience and critical skill sets. If this is their first job it will suck your energy. #NAPFA14
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"The dominant (not predominant) predictor of investment outcome is behavior, not performance" #nickmurray #napfa2014
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Obama claims he didn’t know @ Benghazi cover-up, IRS abuse or AP phone tap. But he did know Beyonce is pregnant again!
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Bryan Lee retweeted
Bob Veres@BobVeres9 Apr 2013
Is anyone surprised that my first YouTube video is skeptical of wall Street--and funny? bit.ly/ZJZVwB
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RT @HJudeBoudreaux: Reason #841 you want a fee-only planner, see screenshot. Think these advisors have a conflict? db.tt/duqL3UZm
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Don't underestimate calming effect of a formal financial plan, even if you're already saving & investing regularly. cnnmon.ie/Qq7Oan
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5 Ways to Pay Less Online goo.gl/kqUQ2
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Alphabet soup of financial designations ow.ly/dlksg #in
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