It’s because most middle class and above don’t handle their wealth personally over indirectly. All wealth management companies write SS planning into the portfolios they provide to maximize out their profit and their clients profit. It’s “leaving money on the table” for a business to deny themselves that share simply because their clients can afford to not have it.
It’s because most middle class and above don’t handle their wealth personally over indirectly. All wealth management companies write SS planning into the portfolios they provide to maximize out their profit and their clients profit. It’s “leaving money on the table” for a business to deny themselves that share simply because their clients can afford to not have it.