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Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Principle 4

Investing is Hard —Get Help from a Trusted Advisor

It is not enough for a professional to be right: An advisor’s job is to be helpful.


— David H. Maister, Professor

Some things are just too difficult or stressful to do on your own. Like a dietician or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate you so you end up with the results you want.

A good advisor provides four key benefits:

Competence: providing the critical things that help drive successful long-term outcomes, including planning, asset allocation, rebalancing, and working with other financial professionals.

Coaching: providing education and guidance through the emotions of investing, which can cause us to compromise long-term goals.

Convenience: delegating the complex and time-consuming work of investing and planning to your advisor.

Continuity: having someone who can help your loved ones if anything happens to you. Someone who knows your wishes and goals and can help preserve your legacy and protect those you care most about.

Remember, choosing a financial advisor is one of the most important decisions you can make.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more