How do you measure the value of advice? It’s one of life’s intangibles, but most of us seek it out before making important decisions.
You’ve probably got at least one cause you’re passionate about. And, your hard work and success have placed you and your family in a position to give back to your community. To make sure your donation makes the biggest impact possible, you need a plan.
When it comes to financial security planning, households who plan with an advisor have the advantage. Simply put, working with a financial security advisor brings out the gamma factor.
The gamma factor is made up of two elements: