Tax Facts

How Advisors Can Guide a Clients Whole Financial Life

By Tony Leal

January 2022

Your clients’ finances are complex. While a good financial planner discusses short- and long-term goals when helping clients build a financial plan, the best advisors today are beginning to take these discussions one step further beyond the traditional buckets and helping clients connect the dots across their entire financial life, which also involves day-to-day financial decisions.

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