Financial advisors work under so many different business models. Many models are geared for those with $1 million or more in assets to manage. What happens if you don’t have $1 million to manage? There are choices as usatoday.com points out in this article:
Do you want to know more about how Direction Financial Management works with middle class clients? Our business model is designed around your specific needs. Call us at 414.333.3396 or Contact Us to learn more.
Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored … [Read More...]
Dear Clients, This year will mark my 3rd Anniversary as a member of the Garrett Planning Network. The shared philosophy of all members of the … [Read More...]
What do you value? What does your spouse value? When is the last time you really thought about this, if ever, and created a plan to make it … [Read More...]
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