Stern boasts more than 25 years of experience in the financial sector. Having worked for Vanguard for more than 20 years, he is ready to share his expertise and be a part of the evolution of CCWMG’s Milestone Clarification Process, retainer-based planning.
CCWMG is changing the way financial advice is given. It specializes in retainer-based financial planning with no assets required to become clients. It is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach his or her goals.
The firm is led by President and Chief Wealth Strategist Fred Hubler Jr., who has earned national renown for this retainer-based approach to financial planning. Hubler and his team offer a free Second Opinion Service (SOS) that will help you gain confidence in your long-term financial plan by either confirming that you’re on the right path or recommending some adjustments.
Click here to schedule a virtual consultation.
You Might Also Like