Your advisor:
just manages investments
does not do financial planning
does not give you a financial plan
won't even speak the work tax
knows nothing about business planning
waits for you to call them to get a meeting
maybe sees you 1x a year
takes weeks to respond
@AllStWealth:
we give everyone a financial plan like the one below
we get everyone's review meetings set multiple months in advance
we live tax planning and have an EA on staff
dives deep into the business and planning around it
meet 3x a year minimum…