How Do Financial Planners Add Value?

Decades ago you couldn't buy stocks or bonds without talking to a stock broker or insurance without an agent. In 2019 you can do those things with a smartphone app! Given the wide distribution of free information and inexpensive services, how does a financial planner add value to his/her clients in this modern era?

We will have a short presentation and then some discussion. Bring your best thoughts to share!

Shout out to Choice Insurance Agency for giving us a place to meet! (Don't be too suspicious - no one will try to sell you insurance. They really are just being generous with their meeting space!)