Anyone can call him or herself a “financial planner” but only a few offer holistic financial planning guidance based on your specific goals, objectives, time frames, family responsibilities, tax brackets and risk tolerance level. As an investment client, you must know the difference between the two.
If you are not getting this type of guidance from your current investment source, tune in to hear from our special guest, Christine Robinette, Fragasso’s own, on-staff, client experience and strategic planning implementation manager.