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Choosing Your Advisor

David Rosenstrock, CFP Wharton Wealth Planning Financial Advisor – Wharton Wealth Planning, LLC Erin and David talk about how people can choose the right financial advisor in today’s marketplace. Explaining the different types of financial advisors, and the importance for consumers to understand the differences between them. The three broad

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filling out a social security application

Why Is It Important to Use a Social Security Advisor?

Because Social Security is a necessary part of a comprehensive retirement strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits. Erin Fountain discusses her approach to helping her clients take the mystery out of Social Security

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