Wealth Management – Where’s Your Cash Going?
April 11, 2017
If the signs on the doors say Wealth Manager, Financial Planner Asset Manager, Investment Broker, Financial Advisor, do you know which door to select? Do you know how these counselors make their money – and more importantly, what they do with yours? Host Bart Jackson brings on veteran fiscal wizard Jaime Rasculinecz, CEO of Next Generation Trust Services, to demystify and make sense of all this financial advisory.
Guest: Jaime Raskulinecz
Category: Matter of Money & Investment