Vance Barse, AIF®
Wealth Strategist


Vance’s Blog

Posts tagged Financial Planning
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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