"...If you don't know what dinner you're serving, you don't know what recipe to use..." – your mix of accounts and investments make up the recipe that will result in the desired financial goals
Jeff Powell
CIO, Managing Partner
Jeff Powell, Managing Partner and Chief Investment Officer at Polaris Wealth Advisory Group, spoke with Maryalene LaPonsie at U.S. News & World Report on the importance setting goals that align with your investment accounts, and the potential of identity theft if accounts are forgotten. U.S. News >>.
