Latest / The Red Wagon Estate Planning & Elder Law Show
Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams
Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric model for legal and financial services.
Jeff and Wade round out the discussion with personal reflections on living with purpose, parenting, and values. Jeff also announces a fun, listener-requested enhancement to future podcast episodes!
Wade…
The skinny
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