When I speak with clients or potential clients I hear the following statement all the time. “Your services sound great but I don’t have that much money to invest” or “My net worth is not high enough to build a
When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
Joseph A. Carbone, Jr., is a wealth advisor with Focus Planning Group. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.