The Holistic Retirement Podcast

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4 Key Items A Financial Plan Must Address

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

Biggest Issues With Initial Financial Plan

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

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