Saying We Don’t Know When We Don’t Know

Saying We Don’t Know When We Don’t Know

There are no such things as a bad question or a monopoly of wisdom. If an answer is not immediately at hand, we say so, and then do our best to get it. Getting an investment or financial issue right sometimes requires further research or helping a client obtain specialized advice in related fields, or both. Sometimes it means providing a fresh and impartial “second opinion” on a prospective client’s existing financial plan, or on an aspect of estate planning or retirement planning. Willingness to reach out is not a weakness; it’s always a strength when the aim is helping a client. There is always something new to learn. Please contact Palmerston.