The key here is for you to have a trusted advisor who can assist in all areas of your overall wealth management plan as you head into retirement and beyond. You should think of a trusted advisor as your personal CFO who stands beside you for every important financial decision.
You do not have a trusted advisor, nor coordination of your financial strategies, or you “do it yourself” |
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You have one or more advisors but not one you are confident has provided you with the necessary integrated financial strategies |
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You have a trusted advisor, but you are uncertain your advisor has the capacity to thoroughly take care of all your integrated financial planning needs |
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You have a trusted advisor you are confident has implemented the best strategy and has the team in place to meet all your integrated financial planning needs |
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From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.