When people invest and save correctly they should end up with stable appreciated assets such as real estate, businesses, and securities or stocks & bonds.
You should have several different accounts and products.
Each one of these will have multiple companies with the same type of tool or product competing for the same business so it’s important to align yourself with a company that can help navigate for you.
Charles Jewett from Renovating Retirement discusses the importance of responsible and true fiduciary services.
Website: https://renovatemyplan.com
