There are theories that work in the market over time, but they do not work year after year, the results come in lumps, unlike
the projections of the financial planners.
Not exact matches
But when those
projections don't pan out, policyholders can be left with very little to show for their years
of premiums, says Ken Besada, a
financial planner at Cook & Associates.
refer to law, fair market values, expert opinion for business valuation, appraisal
of property, divorce
financial planner reports for tax considerations and
projections of future income and expenditures