Value of a Financial Advisor

Key Takeaways

• It's not just about picking stocks and bonds.
• Behavioral finance is an important aspect of helping people be successful with money.
• What is your down-market strategy?
• Tax efficiency is crucial to be a successful investor.
• We help coordinate communication with a client's other advisors.
• Don’t mess around with your core dollars for retirement.
• Our firm is humans working with humans. A person will pick up the phone when you call, and a person will greet you when you walk in our door.