For the affluent, making the decision to hire a financial advisor is often triggered by a major life change. Whether it’s an illness or disability, or a big financial request from a parent or child, “It’s something that makes them stop and say, ‘This is really getting beyond me,’” said Greg Sullivan, president and CEO of Sullivan Bruyette Speros & Blayney, an advisory firm in McLean, Virginia.
When that day comes, personalized financial guidance could pay off many times over.
