The Cassel's know they don't have the necessary expertise nor time to handle these matters on their own, which is why they pursued professional help from a financial planner.
When the Cassel's hired a financial planner, they were concerned about more than just their investments. Eric wanted help with the entire financial picture, especially retirement income planning, recommendations on how to handle his global assets, and taxes.
Note: The above case study is hypothetical and does not involve an actual Areté Wealth Strategists client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Areté Wealth Strategists is engaged to provide investment advisory services.