“Many people who solicit the assistance of a financial advisor have preconceived notions of what to expect involving investment management, tax planning, estate planning, etc. However, our next guest says there is often a disconnect between those client expectations and the actual services provided by financial advisors. He says the solution may be a virtual family office. Mike Switzer interviews Jeremy Finger, a certified financial planner with Riverbend Wealth Management in Myrtle Beach, SC.”
Finger Financial Five
Paul Saunders
October 11, 2024
