Families are stressed out about how they will make ends meet, and getting help is inconvenient and inconsistent.
They average family will earn over $2,000,000 in their lifetime, and if they save 5% the only advice, they will get is on how to manage that 5%. Proper investment management and advice is important, but most people never get there, because they don’t effectively manage the 95%.
You need advisors who give you ongoing planning advice, not a plan
✦ Get answers on the areas that are more fundamental than investment planning, so you can have a solid foundation.
✦ Develop a relationship with a financial expert at your pace.
✦ Pay on an hourly basis, that converts to a subscription if you reach a set number of hours.
✦ Know that you are getting advice that puts your interests first
✦ Get a flat rate on fees regardless of asset size, which could save you thousands.
✦ Get access to strategies on terms only available to institutional investors.
✦ Get the convenience of working with one firm to meet all your goals.
✦ Get a strategy to meet your income needs with no commissions or conflicts of interest.