by Dan Dorval & Leah Woodly
Many people are in a position where they make good money, but don’t necessarily fit the requirements for a typical wealth manager who has asset minimums.
The Group Sponsored Financial Advisory Program assists individuals like these who just want to know if they are on track and what thy should be doing to accomplish their quality of life goals.
In this video, we discuss cases where our Group Sponsored Advisory Program had a significant impact in helping to provide employees with answers to their most pressing concerns.
