• Steve Martin

117 Things We Do for Our Clients - Number 6 - Guide You to Think About Areas of Your Financial Life

6. We guide you to think about areas of your financial life that you may not have considered.



None of us know what we don't know. We help you think about areas of your financial life you may not have considered. Financial decisions are very seldom stand-alone decisions; they often are entangled with other decisions that need to be made. In many cases, these decisions have unintended consequences in other areas of our lives or in the lives of our loved ones. Sometimes the simplest actions - like putting a child on the title to your home - could result in thousands of dollars of unintended taxes and loss of control. A good financial advisor will always be two steps ahead of you, pointing out hidden complications and opportunities.


*To see the whole list of "117 Things" in progress, click here.

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