"In every conceivable manner, the family is a link to our past, a bridge to our future." Alex Haley, author of Roots
As a financial advisor, I talk a lot with clients about their goals. It probably comes as no surprise that, more often than not, a client's goals are not just about him or her—but about family.
A financial advisor who knows and understands how your family works can be a valuable partner throughout all stages of life, during times of both stability and difficulty. Here are three examples of the different roles I can play to help ensure you and your family's financial life runs as smoothly as possible.
Estes Wealth Strategies is an independent firm based in Fairfax, Virginia. Its advisors provide high-quality, customized financial planning and wealth management services for individuals and families, as well as manage employee retirement plans and institutional assets for organizations.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
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