A good financial advisor quarterbacks your financial team and gets everybody working together. All members of Choice get a no-cost financial plan that will identify your goals, help you avoid the 4 Pitfalls to Traditional Financial Planning, prioritize and lay out the 4 steps your need to take for financial balance, and co-ordinate the plan with your other advisers including CPA’s, Attorneys, lenders, investment advisers and insurance advisers.
The Living Balance Sheet: This system lays out your financial situation and the steps to optimally meet your financial goals.
Investment Advisors: Our investment advisers provide access to top securities in a managed money or robo adviser model at fixed low fees.
Join the association today to get no-cost access to The Living Balance Sheet and to top rated Investment Advisors.