As financial advisors, we don’t have one-size-fits-all programs to offer our clients. Everyone who comes to us for advice has their own unique needs. They are aware they need a plan, but most have little idea where to start. It’s our role to ask questions, listen and make recommendations that could help our clients relax. We help them envision the retirement they want and let them know what it will take to make it happen.
Good advisors know investing does not take place in a vacuum. Worn-out investment advice might have sounded like this: “Let’s invest, watch what happens, and […]
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