What education and training do you have that qualify you to manage my investments?

I  started with Bachelor of Science degree in Technology and Teaching. This degree is perfect for someone in my field as technology is very involved in today’s world of financial planning and the teaching side is involved in communicating difficult and confusing information clearly and concisely. I also have earned the Graduate level certification and license of CFP (Certified Financial Planner) in which I passed five written exams on taxation, estate planning, employee benefits, investments, and risk management. This certification also requires ongoing education on the newest and up to date information – all to the benefit of my clients. In addition, I have completed life planning counseling and training with two modern day masters, Mr. George Kinder and Mr. Bill Bachrach. Last, but not least, I have completed professional training in post secondary (college) education advisory services to clients. This commitment to continuing education, training and certifications is further evidence of my dedication to my clients’ well being.

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Stepping up free help to military

By Charles Paikert

December 20, 2004

NEW YORK - With newspaper headlines serving as an all-too-poignant reminder that members of the U.S. military need all the help they can get, financial planners are stepping up their efforts to offer free assistance to them and their families.

"It will be a major focus of our pro-bono efforts next year," said Clara Lipson, the New York-based director of pro-bono services for the Financial Planning Association, which is based in Atlanta and Denver.

"There's a major problem out there, especially with so many reservists now serving in the military," she said. "They don't have a support structure, and there's a tremendous need for financial recovery when they finish their tour of duty."

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Why Research for your financial planner? Winning at the Great Retirement Game Means Lowering Risks. The world today is a lot like a commercial airplane. It is complex, constantly moving and it has a lot of moving parts. Sooner or later things will go wrong. It’s not the event itself that should concern us, but more importantly, it’s how we respond to it that is crucial to the outcome. When Captain Chesley Sullenberger, aka, “Sully”, guided his multi-ton airship for a safe landing in the Hudson River on January 15^th, 2009 he demonstrated that his response was probably much different than more than 99% of people, and thus, had a different outcome than one that might have been expected. That’s exactly why people hire professionals; they desire to lower their risks and get the best outcome.

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Who are we?  How are we different from all the rest?

It is our Philosophy:

Wightman Financial Network, LLC, is a firm founded on a single vision: To help people get the most out of life by making informed and intelligent decisions which lead to greater financial security, peace-of-mind and ultimately, happiness. While most people may dream their lives away, our role is to coach people to live a life of their dreams. Many people see a million dollars as a milestone. Although that is an accomplishment, we seek to work hard to encourage our clients to live and share as many moments of magic that they can experience along the way to financial freedom. These stepping-stones mark the winding road of our lives. They are what make each and every person’s life both unique and worthwhile.

PERSONAL FINANCE is like a jungle: Full of beauty and beasts great and small. The things you don't see often are the most dangerous. In the jungle, they are insects, germs, parasites and venomous snakes. Few reasonable people would venture into such an environment without an experienced and trusted guide who takes precautions to ensure that you have both a safe and fun trip and that you reach your prescribed destination. Those who do not heed advice and go it alone often have disastrous results. Yet when it comes to financial planning, fewer than 2% of the American population ever seek the advice of a professional guide. They proceed alone with predictable outcomes. In fact, the average retiree today has a household income of less that half the median poverty level.

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