The Value of Advice
Potential Benefit Percent & Activity
- Identifying goal or gap
- Develop strategy to solve
- Provide ongoing communication & coaching
- Selecting appropriate asset class weightings
- Manager selection
- Active vs. passive
- Cost control
- Keep plans on track through systematic rebalancing strategy
- Asset location
- Buy & Hold
- Tax Harvesting
- Purposeful & efficient distribution strategy
- 3% Total (Approximately)
