๐๐ฆ ๐ง๐ฆ๐ฆ๐ญ ๐ฑ๐ณ๐ช๐ท๐ช๐ญ๐ฆ๐จ๐ฆ๐ฅ ๐ต๐ฐ ๐ฃ๐ฆ ๐ช๐ฏ ๐ข ๐ต๐ณ๐ถ๐ด๐ต๐ฆ๐ฅ ๐ฑ๐ฐ๐ด๐ช๐ต๐ช๐ฐ๐ฏ.
As we approach the final step in launching our practice, we are delighted to share this educational research on "selecting Your wealth Advisor." Investors have more choices, more information, and more confusion than any time in history. Between market noise and an endless list of sales products, financial jargon can be challenging to navigate. As a first step in helping you find your clarity.
๐ ๐๐ฆ๐ธ ๐๐ข๐ณ๐ข๐ฅ๐ช๐จ๐ฎ ๐ช๐ฏ ๐๐ด๐ด๐ฆ๐ต ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต
โ๐๐ฆ๐ฎ๐ฑ๐ถ๐ด ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ดโยฎ ๐ช๐ด ๐ฏ๐ฐ๐ธ ๐ง๐ช๐ญ๐ฆ๐ฅ ๐ต๐ฐ ๐ฃ๐ฆ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐ต๐ณ๐ข๐ฅ๐ฆ๐ฎ๐ข๐ณ๐ฌ ๐ฐ๐ง ๐๐ฆ๐ฎ๐ฑ๐ถ๐ด ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด ๐๐๐
๐๐ฆ๐ฅ๐ฆ๐ณ๐ข๐ญ ๐๐ฎ๐ฑ๐ญ๐ฐ๐บ๐ฆ๐ฆ ๐๐ฆ๐ฏ๐ฆ๐ง๐ช๐ต๐ด ๐๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ.
With a significant percentage of our neighbors dedicated federal employees, we felt it essential to provide this thought leadership and education on the unique, high-value benefits that underpin their wealthcare needs. The Federal Employees Retirement System is often cited as one of the most comprehensive packages in the country. It is also one of the most complex. This research confirmed.
๐๐ฉ๐ฆ ๐๐ช๐ด๐ฆ ๐ฐ๐ง ๐๐ฐ-๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด
๐๐ข๐ฎ๐ช๐ญ๐บ ๐ฐ๐ง๐ง๐ช๐ค๐ฆ๐ด ๐ข๐ฏ๐ฅ ๐ต๐ฉ๐ฆ ๐ฏ๐ฆ๐น๐ต ๐จ๐ฆ๐ฏ๐ฆ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ.
We are thrilled to see an increased emphasis on education in the family office channel. In support of this momentum, we have prepared an educational on family offices and multi-generational wealth. The focus is providing thought leadership surrounding the rising โnext generation,โ who continue to show up with intention, elevating standards, strengthening relationships, and shaping the future.