Posts Tagged: Financial Planning & Investment
September 25, 2017
Wealth Management vs. Financial Planning

We see the terms wealth management and financial planning being used a lot today. The finance industry, social media, and magazines use these terms almost interchangeably. For example, we are AAFMAA Wealth Management & Trust and we offer financial planning. What is the difference? Let’s start with financial[...]

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June 21, 2017
Fiduciary Investment Guidance

Written by Tom LeClaire, CFP®, AWM&T Relationship Manager, Tampa, FL You’ve probably noticed in the news that financial advisors offering retirement products and services are required to put their clients’ interests first as of 9 June 2017. This new regulation, known as the Department of Labor (DOL) Fiduciary[...]

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March 22, 2017
Relationships Matter

Written by Mike Milligan, CFP®, MBA, Relationship Manager, AAFMAA Wealth Management & Trust Marketing efforts by major financial firms have left many to wonder, “Do relationships matter anymore?” Most investment plans and financial solutions are generic, meant for the masses as firms attempt to stay out of litigation. While[...]

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