Presented by Glenn Frank,
Director of Investment Tax Strategy
Lexington Wealth Management
Understand the industry Lexicon – ROBOs, brokers, RIAs, financial planners, money managers, wealth managers, family office, fee-only, fee-based… all in the context of successfully completing the 5 step investment process needed to accomplish your goals. Planning, emotions and taxes are integral to the process. How best to do this yourself or would one of these advisory models be worth paying for? Understand that advisors must navigate numerous conflicts of interest from the subtle (deviating from the S&P 500) to the not so subtle (commissions). Best resources if on your own. If not, how to ensure the advisor is a “wise investment”!