Welcome To The Free Financial Advisor!
We’re happy you’ve joined our little community of like-minded people: those who want an objective, straightforward advice that streamlines your life and that you can implement now. You won’t get the popular but silly “don’t buy a latte” advice (did anyone ever get rich avoiding Starbucks or by clipping coupons? You won’t have to listen to the guy on the radio mix politics, religion, and financial advice. No more waiting for the woman on television to wag that ugly finger at another person with credit card debt. Really. Why do people call in to be treated like that?
We’ll sometimes point the finger toward “professional” advice that doesn’t make sense. That, and we’ll point you toward honest advice that works.
About the Writers
Jacob G. Sensiba is a third-generation Registered Representative/Investment Advisor Representative at CRG Financial Services, Inc., Having grown up surrounded by wealth management. He is a licensed Registered Representative for the states of Wisconsin, Nebraska, Arizona, and Virginia. He is a licensed Investment Advisor Representative for Wisconsin. Jacob is a husband, father, and self-confessed finance nerd. In his spare time, he enjoys family, golf, travel, and personal finance.
Tamila McDonald has worked as a Financial Advisor for the military for the past 13 years. She has taught Personal Financial classes on every subject from credit to life insurance, as well as all other aspects of financial management. Mrs. McDonald is an AFCPE Accredited Financial Counselor and has helped her clients to meet their short-term and long-term financial goals.
Claire Hunsaker, ChFC®, is a Chartered Financial Consultant featured in American Express, Forbes, Parents, Real Simple, and Insider. She offers free financial planning for single women through AskFlossie, where she is CEO. Claire holds an MBA from Stanford and is an IRS-certified Tax Preparer. She has 20 years of business and leadership experience and approaches money topics with real talk and real humor.
Stick around. Come back often.
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Disclosures:
Some of the links in the articles are “affiliate links.” This means if you click on the link and purchase the item, we will receive an affiliate commission. Regardless, we only recommend products or services I use personally and believe will add value to my readers. I am disclosing this in accordance with the Federal Trade Commission’s 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”
Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Jacob Sensiba, Investment Advisor Representative. CRG Financial Services, Inc. is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax advice. Please consult with your tax advisor regarding your specific situation. The opinions and forecasts expressed are those of the author(s), and may not actually come to pass. This information is subject to change at any time, based on market and other conditions and should not be construed as a recommendation of any specific security or investment plan. Past performance does not guarantee future results.