In Your Interest Newsletter

The thoughts of one prominent financial planner on investing or structuring might surprise you.

Sept 2024 | Forward | Subscribe

financial planner

Invest or Structure?

A Prominent Financial Planner Weighs In

Many financial advisors are surprised to hear Warren Buffet and Suze Orman extol structured settlements.

Matthew Boersen, CFP®️, CFA®️ is the 2024 Board Chair of the Certified Financial Planner (CFP®️) Board of Standards and guest for this exclusive IN YOUR INTEREST interview. Their charter is to uphold standards of competency and ethics for financial planners for the 100,000 plus CFP®️ professionals in the United States. We thought it would be interesting to see what Matt says about choosing between a structured settlement or investing with a financial planner or wealth manager. His answer may surprise you …

Factoring: The Good, Bad, and Cautionary Tales

Expert advice for anyone thinking about selling their structured settlement.

RINGLER RADIO

3 Reasons for Attorney Structured Fee Deferral

Learn how to unlock the financial advantages unique to attorney fee deferral.

CLOSER LOOK

Noah S. A. Schwartz, CSSC

1500 River Park Drive, Suite 100

Sacramento, CA 95815

916-649-7585 (Office)

916 799 5960 (Mobile)

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