Valuing an Advisor

Valuing an Advisor

Many have sought to put a monetary value on the benefit of an advisor, but it is difficult to pin down quantitatively due to the essential uniqueness of each client-advisor relationship. There are many components to creating a cohesive, clear, and personalized financial plan to grow and adapt to the many different stages of life. A few of the many forms of strategic advising include tax planning, estate planning, business succession planning, charitable and philanthropic planning, and investment management. The overarching goal of these various components is to make wealth complement an individual's lifestyle and discover what a meaningful use of wealth means for each client.

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