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As the trend of consumers seeking the aid of all-inclusive wealth managers to design a financial plan grows, ensuring the chosen firm aligns well with your and your family’s needs becomes crucial. While quantitative data like assets under management, employee count, client base, average account size and so forth can be readily accessed via the firm’s ADV filings, it’s often the “less tangible” aspects that play a decisive role in the success (or otherwise) of the partnership. Consider these four pivotal elements when choosing a wealth management firm:

When you look into your future, who do you want to see? Someone who’s full of life and chatting everyone up, telling vibrant stories about your past? Still signing up for 10Ks well into your seventh decade? Someone whose doctor tells them they have the heart of someone decades younger? It’s possible to live longer and feel better if you have the right habits. Here’s what internal medicine doctors, registered dietitians and certified personal trainers do to make sure they age well: