Why 1/3rd Of A Financial Strategy Is Not Enough
1/3 Is Not Enough.
Protection. Savings. Growth. When is comes to personal finance, which 2 could you do without? More often than not, the advice you get from a financial professional is focused solely on growth, leaving out 2 areas vital to your financial strategy.
Leap helps professionals educate clients about the importance of considering their entire financial picture – not just one aspect of it.