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Podcast: Trust the Plan Podcast with Nick Hopwood, CFPĀ® and Jim Pilat, CFPĀ®
Episode: EP: 046 The Value of a Professional Fee
Description: Join Nick and Jim as they rap about a recent meeting which did not work out as planned. We had the chance to help someone go from good to great, but it turns out that we are not the right fit for everyone!
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.