Financial LIFE Planning

It’s been estimated that the right wealth management plan, properly executed, can translate into as much as a 3 percent increase in net portfolio return.*

Most investors think of financial advisors as investment counselors whose only job is to manage their finances and help them work towards their investment goals. A good financial advisor will look beyond just a client’s investments to incorporate a holistic wealth management approach that includes tax planning, retirement saving and spending advice, estate planning, and behavioral coaching.

* Source: Putting a value on your value: Quantifying Vanguard Advisor’s Alpha™, March 2014.