The Value of Advice

Few people have the time or desire to develop the level of knowledge required to effectively manage their own personal and household finances. 

We believe developing a relationship with a trusted advisor can help you better understand the complexities of your financial life to make more measured and thoughtful decisions. But is it really worth it? 

In this 25-minute video, financial advisors Jake Loescher and Sarah McGinniss discuss an industry-measured standard to help quantify the true value of hiring a financial advisor. 

Other topics include: 

  • The landscape of financial service professionals
  • Why shouldn’t I just manage my own finances?
  • How can you calculate the value of an advisor?
  • Behavioral and qualitative aspects of advice
  • Quantifying the current cost of advice and a second opinion

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Wise Counsel By Your Side

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.