Vance Barse, AIF®
Wealth Strategist

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Posts tagged Financial Advisor
Webinar: Selecting the Financial Advisor that is Right for You

Achieving your financial, retirement, estate planning, and other goals may require a financial advisor. But advisors are not all the same: who you have serving you can make a big difference in achieving your goals. The relationship you have with your advisor should be about more than “just” trust or the name on the door. This webinar offers guidance to help you select the financial advisor that is right for you.

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5 Common Financial Planning Myths

For nearly a decade, I served as an investment consultant to leading financial advisors around the country.  During that time, I learned a lot about financial advisors, the banking system, and the financial services industry. In the transition from consulting advisors to becoming a wealth strategist directly serving individuals and families, I’ve observed five common financial planning myths.  I’m here to provide insight that I believe will help you decide what kind of advisor you should work with. 

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