“Any intelligent fool can make things more complex. It takes a touch of genius to move in the opposite direction.” – Einstein

Your financial situation isn’t a problem with one right answer—it’s complex, requiring trade-offs and careful evaluation.

If your advisor isn’t treating it that way, they may be doing more harm than good.

In this video, we’ll explore the difference between complicated and complex financial decisions, and why you need a fiduciary who puts your best interests first.