Many advisors and stockbrokers today are still caught up in trying to sell you products and services. They prefer to manage your wealth on an account by account basis, generating commissions driven by their specific product choices. This disjointed approach can lead to suboptimal results and is generally not in your best interest.
However, there is a better way.
The Platinum Rule
Holistic Wealth Management
Scott@hbfg1.com 573- 366-5908 | Ashley@hbfg1.com 573-561-4289