REAP’s Multidisciplinary Financial Approach Helps Guide Clients Into Greater Afluence.

As seen in Fortune, Entrepreneur & Bloomberg Businessweek.

Financial advice has the best chance of success when it’s built on a relationship. Because no two investors are alike, we’ll work together to construct a financial plan that reflects your goals as they change over time.

2021 Value of an Advisor Study

From: Russel Investments: Full Study

A sharper focus on the value of your advice.

Executive summary

Russell Investments has always focused on the value of advisors. And never was an advisor’s value so obvious as during 2020.

It was a year that tested both investors and advisors in so many ways. Financial markets fell sharply early in the year when the global spread of the COVID-19 virus forced…

Get a FREE copy of David Morgan’s new book, “Tax-Free Money for Long-Term Care”!

David Morgan joins Planning for the Future Podcast to discuss staying safe in these financial times

In this insightful interview David discusses REAP’s unique take on your long term planning and financial future. The Days of “use it or lose it” are long gone and David talks about ways for you to take advantage of these programs and how to do a full financial MRI to make sure you are financially healthy. For the original…

Bringing value through advice

From: Vanguard

Your investment goals are personal

They’re about taking care of your family, feeling secure, and being comfortable. And whether your goals include retirement planning, charitable giving, or transitioning wealth, selecting a professional advisor to help you is a critical decision for your financial future. You want to make sure you’re getting real value. But how do you define the value of advice?

Putting a value on your value

From: Vanguard

• The value proposition of advice is changing. The nature of what investors expect from advisors is changing. And fortunately, the resources available to advisors are evolving as well.
• In creating the Vanguard Advisor’s Alpha concept in 2001, we outlined how advisors could add value, or alpha, through relationship-oriented services such as providing cogent wealth management via financial planning, discipline, and guidance, rather than by trying to outperform…
  
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10 Benefits of Working with a Financial Advisor

From: Orion

1. Financial Health Assessment

We tend to be biased when evaluating our finances. A financial advisor will assess your current financial health from an objective standpoint.

2. Tailored Goal Formation

From professional and personal to health and familial, setting goals is a daunting task. The right financial advisor will help you draw a financial thread through your ambitions and set appropriate, realistic, and manageable fiscal goals…

The True Value of Financial Advice

From: Horizon Investments

Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology.

Except, that’s not entirely true.

The landscape is changed. And technology is being increasingly used in ever more sophisticated ways. But the real seismic shift shaking the ground beneath our feet isn’t digital transformation — it’s the Copernican Revolution.

It’s a radical change in…

A key component of planning your financial strategy is finding the right advisor to help you reach your investment goals. With over
300,000 professionals working under the title of “personal financial advisor” today1, it can be difficult to know which one to choose.

It is important to find an advisor that has the freedom and independence to find financial solutions that best fit your unique needs. Independent registered investment advisors (RIAs), one of the fastest…