STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
It seems like the average American chooses the latter. According to a recent survey conducted by CNBC, about 75% of Americans manage their own money without any outside professional help. Only 17% of the remaining 25% use the services of a financial advisor.
As per the National Finance Educators Council, wrong money decisions have cost Americans more than $1,200 on average every year. While that number may not look very big, the stakes get much higher over time and with more wealth involved.
A financial advisor provides professional financial advice to clients in return for a fee. The topics for consultation are wide-ranging and cover important areas like tax planning, portfolio management, retirement planning, estate planning, insurance, risk management, and inheritance investment.
There is empirical evidence that people are happier when their financial life is sorted. A majority of those who work with financial advisors feel financially more secure. Clearly, financial advisors play a positive role in a high net-worth individual’s life. If you want to delve deeper into this topic, and if you happen to have anywhere from $5 million to $500 million in investible assets, then we recommend that you download this guide.
For now, let’s explore how to find the right financial advisor for you and check out a review of one of the top financial advisors for 2020. We will also answer the questions “Can I trust a financial advisor?” and “How do I find a financial advisor who is right for me?”