Unfortunately, many "planners" subscribe to the latter notion. Typically, it has been about doing enough, knowing enough, being sincere enough, to get people to trust their "advisor" so they can be sold mutual funds, stocks, bonds, real estate limited partnerships, life insurance, etc.

Since the formation of Legacy Capital Group California, we have striven to help change the way financial planning is conducted and to help clients focus on what is really important: the creation of a working plan.