True freedom is reached when your after-tax wealth and sustainable cash flow grow well beyond the lifetime cost of all that you aspire to build. Only with diligent and comprehensive planning do great aspirations become real. Partner with a Fortuna wealth advisor to augment your planning.
Vanguard pioneered low-cost indexing and opened up a new world of investors who DIY successfully, without the help of brokers, bankers, or investment advisors. Many of our clients have had great success trading their own portfolios, building fortunes with passive indexing.
Vanguard’s own study of countless investors shows that planning with the help of an experienced fiduciary advisor can enhance overall wealth-building by around 3% annually. Here’s how it works:
