You receive investment advice from a financial adviser, your tax return is completed by an accountant, and your estate planning is carried out by a solicitor.
When was the last time these three key consultants got together to discuss your overall financial game plan?
My guest on the podcast today believes you’ve taken all the right steps, yet the mousetrap has been set.
You’re basically working with three blind mice, and that can end up being very costly to you … because the blind mice don’t pay the price; you do.
Scott McLean has worked in the financial services sector since 1983. He founded McLean Advisory Group in 2008. Since then, McLean Advisory Group has become known for helping individuals and families in the Jersey Shore area plan for life events.
In his new book, Three Blind Mice, Scott supplies the understanding you need to keep your key consultants connected and operating off the same financial game plan—because your financial future depends on it.