Nick Kolbenschlag, a wealth strategist at Crown Wealth Group in Charlotte, North Carolina, explains that very rarely do clients ask for help meeting financial benchmarks such as a 7% return on investments.
Recently I was speaking with a journalist who was writing an article on the topic of value. Specifically, they posed the question: “How can financial advisors demonstrate added value to their clients?”
Crown Wealth Group is excited to announce the addition of Laura Grice to their growing team and Charlotte office.
When you think about your legacy, what comes to mind? How much money your kids will be left with? The property in the mountains you have so many great memories in? Does your impact on the community surface?
According to EducationData.org, the average annual cost of a four-year, in-state public college education is $21,950, which includes $10,440 for tuition and fees and $11,510 for room and board.
Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most, there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table, and you lack control of the asset. Let me explain why.