05/18/2021 • By Jason Siperstein, CFA, CFP®, RMA®
We meet with three to five prospects each week looking to hire a financial advisor. Many have done a lot of research to prepare for
the meeting. However, the financial services industry is so confusing that we thought this post needed to be published.
Our goal in this blog post is to help you ask questions…questions where the answers cannot be manipulated!
03/04/2021 • By Jason Siperstein, CFA, CFP®, RMA®
If you are reading this, you probably already know that we specialize in helping our clients transition into and live in retirement. But is the advice we provide really that different from a generalist advisor? We think so!
When you retire, a fundamental shift happens – you go from accumulating assets to distributing assets. This shift changes the entire planning framework and resulting recommendations.