Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, ...

Most advisors say they provide clients comprehensive wealth advice, but is that really the case? And if you do provide wealth advice, how is it done? What tools do you use? It is very difficult to ...