When was the last time that you had all of your advisors sitting in the same room at the same time talking about your financial life? For most people the answer is “never”! How would the recommendations, attention to detail and possible results change if they had? Because of that, most people will lose significant amounts of wealth.
Macro Manager vs Micro Manager — Micro Managers tend to be focused within their own specialty and may not be aware of your other assets, liabilities, protection, income or cash flow. At Citadel, we can make sure that your “Micro Managers” are working together to create more wealth and benefits for you and your family.