Greetings to all my great neighbouring families! I am currently trying to locate a professional who can provide assistance in constructing and implementing an integrated financial strategy for my family. We are specifically searching for a professional to help our family combine our investments, tax planning, and retirement goals into one cohesive strategy.
I found a place on the internet named Resource Advisers Group (RAG) which seemed to be able to deliver on this type of
RAG services . Before contacting them, has anyone else used them or any firms like them that can pull everything together into one complete plan for easy reference by their families? I would love to hear your first-hand accounts.
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