Storytime: Collaborating With Other Pros

The quarterback on a football team is often considered to be the most important person on the field. But they can’t always get the job done by themselves. Sometimes, they need to hand the ball off or throw it to a teammate to make progress down the field and ultimately score a touchdown. Your financial advisor should serve in a similar capacity. They’re the most important person in your overall planning situation, but they should also know when it’s the right time to bring in other professionals to help put together the best possible plan for you.