wealth management Archives

July 8, 2021

Published by Brad Horn on July 8, 2021

Categories

Financial Planning

Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting. Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]

May 5, 2021

Published by Brad Horn on May 5, 2021

Categories

Financial Planning

Important Planning Numbers 2021

2021 Important Planning Numbers Download There are lots of important planning numbers that that we work. Our Clients also have important planning numbers they to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the […]

April 30, 2021

Published by Brad Horn on April 30, 2021

Categories

Financial Planning

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 […]

December 4, 2020

Published by Brad Horn on December 4, 2020

Categories

Financial Planning

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 […]