2019 July Newsletter-

Read this quarter’s newsletter for an introduction to themed writings titled “Retirement Renderings”.  Renderings is a word that relates to the blueprint or designed path to retirement.  Having a blueprint (financial plan) is relevant to enhancing our partnership with clients.  

Newsletter topics:

  • The advisor evolution for the individual investor
  •  Value of organization and planning software
  •  Gender investment & planning variances 
  •  Encouragement & tools to launch planning activities