So many clients struggle with the same thing: they’ve saved diligently their entire lives … but still feel anxious about spending, even when they have more than enough. In this clip, Joe Graziano shares a powerful example — helping a 100-year-old client shift from fear to fulfillment, leading to a moment her family will remember forever. This is the power of the advisory relationship in real life: ✔ Helping clients move past scarcity ✔ Building confidence in their financial plan ✔ Guiding them toward meaningful decisions, not just prudent ones 🎥 Watch the story. It’s a reminder of the real impact advisors make — helping people use their wealth to create joy, connection, and legacy. ******************** Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments is a registered investment advisor. Orion has not compensated Joe Graziano from FFP Wealth Management specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Joe Graziano for the supplied statements.
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This is the dream. To be 100 & healthy & wealthy & give it to all those you love! 🙌