May 2019
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Is Finance Advice Only For The Rich?

Honestly, it seems most financial advisers cater to the rich but in real life there is no doubt that it is the middle class who most need financial advise and help.  The people who often need financial assistance usually can’t afford it,

Geoff Williams explains that “Yet many financial advisors simply aren’t interested in working with the middle class. “There has been a paradigm shift in the financial services industry just over the past four years with the increase in banking regulations and associated costs, which has led many major banks and broker-dealers to focus more on their bottom line and shareholder value, more so then their clientele,” says Jon Ulin, a managing principal at Ulin & Co. Wealth Management, a branch of LPL Financial in Boca Raton, Fla.”

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