The ‘get rich quick’ scheme? It’s what the industry tells us is possible but it’s just not realistic.
The industry tells us that the value of an advisor is his or her ability to make you money, and that the return on investment is the measure of a successful partnership.
In this video, James Lenhoff, president of Wealthquest, explains that the value of an advisor is less about the numbers and more about the fact that at the end of the day, the advisor is human. You not only deserve an advisor you can trust, but you need someone who understands life’s circumstances, who has been through difficult financial times, and who can help you make an informed decision based on these commonalities.
The advisor has an outside opinion, someone who doesn’t have those attached emotions to your finances but rather can give you real, tangible advice that will allow you to achieve those goals you set for yourself. At Wealthquest, we have lived this out and we understand what is going to protect you from future failure while celebrating those milestones with you.
——————–
At Wealthquest, you’ll discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
