Wealth managers do a lot more than select stocks and stare at a computer screen. The right firm can help you plan your entire financial life and give you peace of mind knowing that you have a trusted professional looking out for your best interests and providing guidance along the way.
A healthy and holistic relationship with your wealth manager means:
Actively Creating your retirement plan
Coordinating with a CPA, attorney, and insurance professionals all in one office
Being free to do what’s in your best interests is why we are independent advisors
Regular meetings to monitor your progress
Producing income and maximizing social security benefits in a tax-efficient manner
Review your insurance needs from medical, life, long-term care, and annuities to be sure that you are properly but not overly protected.
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