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? Never! Because of that, there are errors and omissions happening that can cost 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. With Citadel Wealth Management and the LEAP Model, we can make sure that your "Micro Managers" are working together to create more wealth and benefits for you and your family.