Thank you for visiting TheMoneyGeek Unplugged written by Samuel H. Fawaz CPA, CFP® of YDream Financial Services, Inc., a registered investment advisory and fee-only financial planning firm. Sam is a Certified Financial Planner® and Certified Public Accountant. The firm YDream Financial Services, Inc. is a Registered Investment Advisor and does not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state ‘de minimis’ exemption. Chances are that we can do business with you anywhere around the world once we file the necessary documents.
This blog does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any other entity in any state or other jurisdiction. For more information, please visit http://www.ydfs.com.
At YDream Financial Services, our mission is to help entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and appropriate wealth management techniques. As a fee-only personal financial planning firm, we never compromise our integrity in favor of increased profitability.
As your fiduciary, we put your interests first and all recommendations are based solely on what’s right for you. There are no commissions, no kickbacks, no hidden compensation.
Already have a financial advisor? Ask her if she is willing to put down in writing that she is your fiduciary. Most will not. Visit us and find out why we say: YDream, when you can plan?
Sam has been helping clients with tax planning, financial planning, investment management and technology solutions for over 30 years. He has been writing about tax, financial process and technology solutions for over thirteen years. He can be reached via e-mail at shf at ydfs dot com or at (734) 447-5305 with any questions. You can follow Sam on his Twitter microblog at http://twitter.com/themoneygeek.