Legacy Leaders

Here is what to expect on this week’s show:

● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process.

● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments.

● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients' risk tolerance and financial objectives.