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Personal Financial Planning, LLC

Caring for Nest Eggs Since 1994

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Choosing a Financial Advisor

Jan 01 2022

Understand Your Investments

Personal Financial Planning, LLC nest logo in Mobile and Fairhope, AL

With all the many kinds of investment opportunities out there to choose from, you may feel like it's impossible to understand what your financial advisor is telling you to do. If you don't understand, don't buy the security. It's your money. Be sure you know what you're invested in.

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Written by Necie Borroni · Categorized: Articles, Choosing a Financial Advisor, Investments, Money · Tagged: Financial Advisors, Investing Your Money

Aug 16 2019

Is a Robo-Advisor Right for You?

Necie Borroni, Personal Financial Planning, LLC

Who needs and can afford financial advice? Necie and her guests continue their discussion about attitudes surrounding money and how it can affect our choices. Is there an assumption that only rich people need and can afford financial advice? What about the rest of us? Necie gives some interesting advice on affordable options for people who need advice but aren't sure they can afford it. Three choices include 1. robo-advisors, 2. a human financial advisor, 3. hybrid financial advisors combine

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Written by Necie Borroni · Categorized: Choosing a Financial Advisor, Money Ma'am Podcast · Tagged: Financial Advisors

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Phone: 251-342-7377
Email Necie
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Our Locations

3510 Montlimar Plaza Dr
Suite 200
Mobile, AL 36609

116 Fairhope Ave
Fairhope, AL 36532


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Disclaimer: Investment advisory services are offered in affiliation with Personal Financial Planning, LLC.  We are a registered investment advisory firm in Alabama and Texas, and serve clients in other states as permitted by law.