Are you a snowflake...or just part of a process?
We are told....
- No two snowflakes are alike.
- No two people are alike.
- No 2 fingerprints are alike.
With that in mind, it would probably be safe to say that no 2 families have the same financial needs. However, it is very likely that you have been lumped into a group…not for your convenience, but more likely for your advisor’s convenience or his firm’s.
Now, sometimes this makes services more affordable, which is good for families with lower amounts of investing assets. But BEWARE, other times it is just a way to make more money with less work. We’d like to think that you should make the decision about which group you get lumped into not us.
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