We’re up here on the lake and I wanted to give you a little DueNorth Insight. Now as you look out across this lake, you can only see the surface and it’s easy to forget everything that’s going on beneath that surface. It’s springtime here in Minnesota, the fish are spawning, I have seen some turtles swimming, the weeds are growing up, the lily pads are starting to sprout and it’s a great reminder that there is so much more going on beneath the surface. And I thought that is a great analogy with wealth advising and working with a wealth advisor.
You see you might meet with us a few times a year for half an hour, hour, maybe a little bit more, but that’s not what you’re hiring a wealth advisor for. Not just for those meetings, it’s for everything else we’re doing beneath the surface. Whether that’s reviewing your tax return for potential tax savings in the future, making sure you’re beneficiaries are on track, making sure your estate planning stays with what you need or keeping up to date in a year like this year with potential tax law changes.
When you hire a wealth advisor you’re hiring us for more than just our face to face meetings. There is so much more going on beneath the surface. And that’s this weeks DueNorth Insight.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Priebe Wealth, a registered investment advisor and separate entity from LPL Financial.