Beyond Conventional financial strategies are about not getting stuck in mainstream financial products and solutions without practically considering what actually serves the clients’ best interest and plans for enhanced wealth building and protection.
Conventional is simple and easy to implement (sell). It’s not often challenged and it’s too easily accepted as prudent.
1Conventional financial strategies limit creative financial thinking.
2It limits addressing peoples’ unique needs and the impact each decision has on their overall financial strategy.
3It also limits myriad financial solutions available to investors that aren’t lauded as “mainstream” but that can be very effective in the right circumstances.
