Sentences with phrase «advisor about estate planning»
Not exact matches
Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.
https://www.thinkadvisor.com/
His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.
New York, NY About Blog WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Further, an advisor should know enough about estate planning to make your financial portfolio as tax efficient as possible so more of your assets go to loved ones and organizations you believe in.
WHILE TALKING RECENTLY to an estate - planning client about investments costs, she showed me a letter from her financial advisor stating that he charges her 1 % of assets a year.
New York, NY About Blog WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
I want to move over to what I'm also interested in talking about is the interaction between estate planning lawyers specifically, but maybe more broader categories of practices like real estate and stuff, and financial planners and wealth advisors.
New York, NY About Blog WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
New York About Blog Complete Advisors is an Independent, certified financial advisory and planning firm, which assumes a direct fiduciary relationship with investors, specializing in 401 - K solutions as well as retirement income planning, investment management, wealth management and estate planning.
Las Vegas, NV About Blog Anderson Business Advisors has been a leader for asset protection planning, tax advice, tax preparation, estate planning and business entity structuring.
New York, NY About Blog WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.