We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the final part, which is protecting your plan.

We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the second part, which is building your plan.

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we’ll address one of the most important questions that gets asked by explaining how fees are structured, different costs you could incur, and how to find out the exact answer.

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we’ll explain the four different levels of advisor and how to identify which is best for you.