We’re known for our Life-Minded Wealth® approach. Now, we want you to get to know the people behind that approach. Carrie Delgott, Chief Operating Officer/Chief Compliance Officer, featured.
In the wake of the Equifax breach, we understand many of our clients are concerned about the security of their financial data. There are many ways to limit the misuse of personal information from the breach, and we encourage clients to stay vigilant in monitoring credit accounts and proactive in setting up the right protections.
For many people, the process of gathering financial documents is like spring cleaning. It’s a necessary task avoided until the last minute. Because of that, it often constrains the financial planning experience, rather than bringing clients and advisors closer.