Thursday, August 20, 2020 / by The Villages Home Search
Building a Personal Advisory Board for Finances
Finances should ladder up to personal fulfillment goals and lay the foundation for the next phase of life’s journey, whatever that might be. One of the biggest challenges is knowing who to talk to about what because many financial advisors are very siloed into their areas of expertise.#thevillages #thevillagesfl #thevillagesflorida