Financial Planning vs. Investment Strategy: Which Is More Important?

By December 22, 2022January 5th, 2023No Comments

Apollon Advisor Michael Lewis II CFP®, CLU®, CHFC® published in Kiplinger article

Is working with your financial advisor a holistic experience or just investment management? Michael Lewis, Wealth Management Advisor, notes that “when an expert adviser is looking at everything to ensure proper coordination, it not only optimizes your ability to live the life you want, but it will build your confidence in the plan.”

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