Saving for retirement or for some other wealth management goal might seem as simple as taking advantage of your company’s 401(k) plan, transferring a portion of each check to an individual retirement account (IRA) of some kind, and maybe throwing a few bucks in savings when you have an opportunity.
Quite frankly, that’s a better plan than many people have in place already. But, if you truly want to make the most of your money so you can reach your short-term goals faster and be better prepared for your long-term goals—such as retirement—wealth management firms can provide the guidance and expertise you’ll need backing you.
Continue reading “How to value a wealth management firm.”
Tull Financial Group 