Chapter 15. Expect to Be Taken Care Of

By now you may be warming up to the possibility of pursuing and selecting an advisor who is truly committed to you and your investments. What is the potential for the extent of that commitment? It can be more than you think. The following stories illustrate how that commitment can be lived in reality.

Anthony: We were in Europe on vacation. My wife and I were in Prague at the airport waiting to come home. Suddenly I felt faint and had a seizure just as we were about to board the plane. My wife was frantic because I was incapacitated. We were in a strange country far from home. She didn’t know what to do. Her first reaction was to call someone who had always been there for us, our family financial advisor. ...

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