Did you know 88% of Americans think a financial advisor could help them reach their goals? Yet, only 35% actually work with one. This shows a big chance to improve financial security with expert advice. A study by Vanguard found that a $500,000 investment with an advisor could grow to over $3.4 million in 25
Did you know that nearly 90% of high-net-worth portfolios include equities, bonds, real estate, and alternative investments? This mix helps manage risk and boost returns. It shows the key role of wealth management. Wealth management is more than just handling money. It’s about building a secure financial future. It ensures you can enjoy your wealth
Did you know that about 70-80% of your pre-retirement income is commonly recommended to maintain your current standard of living in retirement? This fact shows how crucial retirement planning is. Whether you’re just starting your career or nearing retirement, a good retirement strategy is key for financial security and peace of mind. Planning for retirement