In this edition:
Whenever I speak with someone thinking about hiring us as their financial advisor common questions include; how our investment strategy has performed, what we can do to reduce income taxes. The kind of clients we serve best, how much we charge, etc. But the one question no one has ever asked me, but should, is…
In this edition:
Let’s say you have a health problem and you visit two or three doctors. Chances are good you would receive a similar diagnosis and treatment from each doctor.
But let’s say you take your retirement goals to two or three financial advisers. New studies show that you’re unlikely to get the same, or even similar, recommendations about what investment products to buy or what strategy to pursue.
And this could make a big difference in your financial future.
