Your Client’s Plan Is A Plan For A Reason
Performing consistent reviews is essential to ensure implemented structures are still meeting the intended goals and maintaining competitive pricing. Insurance products evolve, tax laws change and there is a constant need to make sure your client’s financial plan is providing the right assets to the right beneficiaries, in the correct way at the proper time.
Scott Diamond is a wealth advisor at Schechter; a boutique, third-generation wealth advisory and financial services firm.