(This post is part 1 of a two-part series where we managed to interview 2 experienced advisors from very different backgrounds whom we know on a personal level. This article is meant purely for informational purposes and should not be construed as financial advice. All opinions are shared in consent with both the author and interviewee. We do not hold any affiliation with the interviewees and should you find value in what you read, do contact these licensed representatives personally) A majority of us avoid Financial Planners (FP) because let’s face it, we all just wanted to get to where we were going peacefully without bumping into an FP on their roadshow. But do these encounters prevent us from really understanding what the FP industry is all about? Recently, we got in touch with Thomas (https://www.linkedin.com/in/workwiththomastan/) who is experienced in the area of Estate Planning and offers to...
