Firms and institutions, big and small, compete to manage money. However, relatively few firms are fully capable of truly assessing the situations of affluent individuals and families approaching retirement or enjoying retirement, and aligning their assets and resources with their real values, goals and dreams both for themselves and for those they care most about. Doing it properly requires significant expertise as well as spending personal time developing a far deeper client relationship than is necessary just to pick a few funds, time markets or select money managers. Selecting and working well with the right financial advisor is likely to help you to realize three things over time:
- Great outcomes: Financial security and independence
- Great experience: Confidence and peace of mind
- Great service: Convenience and simplifying your life
For more information, please see our complimentary eBook, Selecting the Right Advisor, or view this insightful short video, Why I Use a Financial Advisor.