Consider This Program with Joe Clark, CFP and Daren Hardesty.
In this segment we will cover:
Very often we hear people say they don't want to keep all their financial eggs in one basket. The feeling of having accounts with multiple advisors and banks brings a sense of safety to families that they will not lose all their money. Call it financial institution diversification. This may have made sense in another time, but we know that lowering the number of your accounts reduces stress and provides advisors a better chance to manage investments and control taxation.
Schedule your complimentary Next Steps meeting today!