Sometimes, financial advisors can forget that life has many stages. They get caught up in the accumulation phase of wealth management they can take their clients to the summit, but sometimes they strand them there. Thats our opinion. We're careful not to do that.
We believe there are four stages of wealth management. Accumulation is just the first. We believe you also need to know how to guard against market volatility, to find a way to distribute your wealth so you dont outlive it, and to plan a legacy for your children and grandchildren.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Summit Retirement Solutions are not affiliated companies. The firm is not affiliated with the US government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisio
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