The world is more complicated today. Do you really want to make financial decisions alone? Comprehensive financial planning is included within our asset-management services. We feel so strongly about the need for investor planning that we call our program Financial Wellness For Life®. It comprises not only your asset allocation and retirement income strategy, but also taxes, legacy planning, health care and more.
In your parents’ era, people believed a financial plan consisted of a one-and-done book of charts and graphs. But for the Boomers and Gen X-ers, for whom longevity matters more than ever, planning is an ongoing process. As your life changes, your plan will evolve!
Having numerous brokerage accounts, credit cards, retirement and bank accounts will not make you diversified. It only makes managing finances more difficult. So what should you do to simplify and organize?