Recently a couple decided to partner with Peak as their advisor/planner and we were reviewing what their former advisor put together for them. At first glance, the former advisor's fees were in line and the investments looked fine, but when we started reviewing the financial plan, what we found out was a little disturbing.
HINT: Finding True Wealth EP 013 would have helped out a lot here.
Nick Hopwood, CFP® and Jim Pilat, AIF® talk about how two seemingly similar planners could yield dramatically different outcomes.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.