WHY YOUR FINANCIAL ADVISOR MATTERS MORE THAN EVER These conversations aren’t just personal—they’re strategic. And they’re not something you need to navigate alone. Your financial advisor isn’t just there to manage your investments. They’re the central
hub that connects your financial plan, your retirement strategy, and your legacy vision.
A GREAT ADVISOR HELPS YOU:
• Translate your values into action • Coordinate with legal and tax professionals • Keep your family informed without creating confusion • Adapt your plan as life and goals evolve
THE HARD QUESTION:
Is my advisor just managing money—or helping shape the legacy I want to leave?
THE FAMILY FINANCIAL TALK | 8
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