Truth is, this is a tough business!
Most advisors must focus on running a business, even if they're with one of the "big boys". That means time spent on activities that are not always centered on you and your goals.
Time wasted on payroll, leasing, administration, investment research, marketing, business planning, taxes, leases ..... and the list goes on, takes away time spent on you!
Advisors whom are involved with the STRATEGIC WEALTH INITIATIVE are their own business owners but utilize our services so they can focus the majority of their time on YOU, the Client!
You're advisor delegates back office, administrative, asset management and planning details to our highly qualified team so their time is spent making sure you, your spouse and family are in the best financial position possible.
Through the ongoing training and assistance from the STRATEGIC WEALTH INITIATIVE, you and your advisor are free to plan and strategize on your entire financial picture.
That includes retirement, estate, liability reduction, tax minimization, business planning and your entire financial world.
You get "Total Financial Peace"!
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