At Frank Legan Advisors, we believe in a holistic and calm approach to planning, wealth preservation and creation.
As a member of the Cedar Brook community, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost.
These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it’s developed in a vacuum of context? We believe the solution lies in a philosophy and an approach that we’ve coined The Humanity FactorTM.
Anyone can chase return or give technical advice. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist.
Try our new questionnaire that allows you to benchmark your advisor experience not just your assets. Once you have your score, we provide tools and exercises to increase your awareness about how you may wish to broaden your planning experience.
By Frank Legan If we were to fast forward to the year 2024, what would need to happen between now and then for you to