Can Your Financial Advisors, Attorneys & Accountants Build You A Unified Retirement Income Plan?
As you plan for retirement, you might find yourself with a whole army of advisors handling different aspects of your life, finances, and future. But are your attorneys, accountants, financial planners, investment brokers, money managers, insurance agents, and retirement advisors all on the same page when it comes to planning for your retirement? In many cases, the answer is simply “no.”
Hopkins, Jamie Patrick, "Can Your Financial Advisors, Attorneys & Accountants Build You A Unified Retirement Income Plan?" (2014). Faculty Publications. 76.