Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CNN in “How to Know If a Financial Robo-Advisor is Right for You.”
“Consider business owners in their 40s or 50s whose assets are concentrated in their businesses: It’s illiquid but ostensibly worth a whole bunch. They have tax and estate planning issues, cash flow and debt management issues,” Brahim said.
Access the full article authored by Jeanne Sahadi here.
