10/26/11: Most advisors will tell you how they can make money for you. What they don’t do is address all the other relationships you have that relate to your financial life.
At Fi Plan Partners, our team looks at the whole person and all their relationships, coordinating with the other professionals who work with their money in other ways.
Email Greg here with your feedback, comments, or questions.
Note: The opinions voiced in this material are for general information and are not intended to be specific advice. Any indices such as the S & P 500 can’t be invested into directly. Past performance is no assurance of a future result.
Because of regulation, comments have been turned off.
