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Succession Plans Reduce Risk

Succession Plans Reduce Risk
Florida wealth manager talks about the disadvantages of planning at the last minute

Factor a Client’s Goals into the Portfolio’s Desired Rate of Return

Factor a Client’s Goals into the Portfolio’s Desired Rate of Return
Tie the management of your client’s portfolio to the achievement of his or her goals, and the chances of success greatly increases in terms of creating a situation in which a client does not

How WS Turns Their Variable Expenses Into your Fixed Costs

How WS Turns Their Variable Expenses Into your Fixed Costs
Who do you think took more business, economics, and accounting courses in college, regulators or Wall Street executives?

Retiring with Freedom

Retiring with Freedom
Front-End Planning Prevents Sleepless Nights. Life is messy – that’s a given – but when it comes to retirement, people want to know that their money will last regardless of what comes along.

TRY and FAIL BUT DON'T FAIL to TRY

TRY and FAIL BUT DON'T FAIL to TRY
Saving – the most crucial element of a successful retirement plan – is also often the most difficult thing to do.

Plan Ahead for The Unexpected

Plan Ahead for The Unexpected
A bread-winner spouse dies unexpectedly and a gaping hole is created in the emotional stability of the family left behind.

A fiduciary Shift

A fiduciary Shift
Fee-Based Planning Reduces Conflict and Assures Best Practices for Clients. Too often the financial industry is driven by product sales, which compromises the client’s interests.

Giving Clients Their Own Board of Advisors

Giving Clients Their Own Board of Advisors
Taking a strong cue from their counterparts, financial services practitioners in the medical field are capitalizing on coordinated care in the corporate world because it has a strong foothold as the

A Steward of Good Faith

A Steward of Good Faith
Investing with Christian-based Principles. In the debate over mandated fiduciary standards, faith-based advisors like David Nielsen, owner of Nielsen Financial Services, don’t need government

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