Are you happy with your current financial advisor? Do you know who is writing your financial plan? Do you know how your advisor is compensated? Do you trust them? If you want to ensure your financial health, start by asking the right questions – then make sure you like the answers.
At Open Window, we take a comprehensive approach to financial advice. We call it “Integrated Financial Planning”, an ongoing process that considers your complete financial picture – from risk protection and estate planning to tax planning and investment advice.