Despite the fact that the overwhelming majority of people who have advisors are happy with them, it’s not a majority of people that hire an advisor. Those that do tend to be high net worth families, which means that many who are among the so-called mass-affluent want help but are either unconvinced or don’t know how to begin. Planning your future without an experienced guide can be expensive.
Here’s a good way to begin your journey. Learn about MyBlocks. It’s an easy way for you to get started on your own and lay financial groundwork for all your tomorrows. Learn more here:
So, how do you get started? You can learn how here:
Concerned about security? I am. Being a Registered Investment Advisor, CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®, security is critical to both my practice and my clients – and has been for more than thirty years. As you’ll see, the MyBlocks platform considers security important, too.
Ready? You can begin here or go to my Getting Started page.
Financial Goal PlanYou can get your journey started today!
Jim
