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Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  


Relationship Basics: The Importance of Telling Your Financial Planner Everything

Thursday, March 27, 2014 Bookmark and Share

At Integrated Financial Group, our advisors take their work to heart. They dedicate their life’s work to helping clients monitor and pursue their financial goals. In Relationship Basics: The Importance of Telling Your Financial Planner Everything, Consortium Member David Gaynes of Gaynes Financial Services shares a story that helps us understand one of the basics of a solid financial planning relationship: communication

Relationship Basics: Trusting Your Financial Planner

Wednesday, February 05, 2014 Bookmark and Share

 


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