Description: Geoff Funke, senior wealth advisor, personalized, strategic financial planning, comprehensive wealth solutions
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You don’t live your life in a straight line and neither do I. We all encounter twists and turns – and sometimes even setbacks – along the way. That’s why it’s important to navigate life – particularly the financial part of life – using a reliable set of instruments supported by seasoned professional advice you can trust.
Having a robust investment strategy is all well and good. But making money in the stock market can only take us – you and me – so far. There’s a great deal more to being financially successful than that. The expression Total Wealth Management , though widely used these days, is typically expressed as a slogan. I disagree with that application. I consider it to be an imperative .