As financial advisers increasingly focus on investments and trail fees, especially in markets like South Africa, life insurance risks are being overlooked as a foundational component of a well ...

they needed a holistic plan. I obtained my certified life underwriter and certified financial planner designations, started my own business and began to build a team. Then, after the 2008 global ...

With over five decades of expertise in financial strategy, Downing & Co. has established itself as Portland's premier CPA ...