Before consulting with Colorado Wealth Group, many of our clients were managing their own financial plan or investment strategy. We realize that there are many "do it yourself" options for investing, however when it comes to finding customized expertise it may become challenging.
A study by Vanguard quantifies the value of best practices in wealth management. The research attributed advisors a value add of over 3% per year, with much of that coming from the behavioral counseling, asset allocation, withdrawal and tax management advice offered by a professional. Please click the link below to download the study for yourself, and see why Colorado Wealth Group could be the solution you've been looking for.