April 30, 2021
Important Planning Milestones 2021
Published by Brad Horn on April 30, 2021
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Important Planning Milestones 2021

Important Planning Milestones 2021 Download Important Planning Milestones 2021 is a list of key milestone dates that advisors and clients need to keep in mind. Retirement benefit maximization and eligibility requirements often depend on a client’s year of birth or other life-cycle milestones and circumstances. Important milestones are not always […]
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March 23, 2021
View of New York City | Saffron Capital
Published by Brad Horn on March 23, 2021
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Financial Market Outlook Q2.2012

Financial Market Outlook Q2.2012 With the start of the new quarter, a top-down market analysis is applied to define the outlook for equities in Q2.  The goal is to understand what market sectors are most likely to drive stock market performance as the economy transitions from a recovery phase into […]
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January 15, 2021
Full spectrum goals for financial planning
Published by Brad Horn on January 15, 2021
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Full Spectrum Goal Planning

Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle.  Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not.  Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]
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December 4, 2020
Client Discovery Meeting
Published by Brad Horn on December 4, 2020
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Issues to Consider in a Client Discovery Meeting

Issues to Consider in a Client Discovery Meeting Download Your initial experience with us is very important and begins with the Discovery Meeting.  The Discovery Meeting will set the stage for what you can expect from us in the future.  Our data collection and structured interview process is all about […]
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