We talk all the time on the podcast about how a financial plan should be comprehensive. It's no use to have a plan that only tackles a few areas, but leaves a lot of key items out. We focus on the 4 key items that any financial plan should address and why they are so significant.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
When potential clients come in for the first time to sit down with an advisor, they usually have a lot of initial issues because of the lack of a plan. We talk about the 3 main issues that new clients often have and how to address them.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.
