Archives for April 2012

Our Firm – Beatrice Schultz

I am a CFP® with expertise in college and retirement financial planning. In 2010, I founded Westface College Planning to host college funding workshops and educate parents of college bound students on how to be highly efficient with their money while they enter into the most expensive time period of their lives, sending a child to college. The … [Read more...]

Advisor Consulting

Mark Guthrie's Consulting Services for Financial and Investment Professionals include Client Collaboration, 1 on 1 Professional Financial Advisor Coaching and Professional Development Training Courses. Client Collaboration Services Consulting to Advisors on Specific Client Situations. Work either in the foreground or background to help … [Read more...]