Retirees, Build a Financial Plan That's Based on You
When John Hirt and his wife Dianne first met with RTD Financial Advisors in Philadelphia, they were a little unsettled. Instead of just reviewing their investments and budget, the advisers asked more wide-ranging questions about the couple's values and beliefs, and whether their financial goals reflected them.
The advisers also spent considerable time making sure the Hirts understood and agreed with the firm's philosophy. RTD founder Roy Diliberto believes in an investing approach known as financial life planning, which helps clients identify their core values and connect them with their financial decisions and life goals, along with managing their portfolio. "They
