Our team provides what we call “real wealth planning” to clients. We talk to prospective clients a lot about it. It is at the epicenter of all that we do to serve, relate to, understand and interact with our clients. (P.S. real wealth planning is not investments, selling insurance or pitching an annuity contract) So, the question becomes- what is the big deal with planning and how do motivations of your advisor play a part in your results?
First, we believe real planning is important to our clients because it helps them live their best life and leave a powerful …Read More