I am very busy – how long will the financial planning process take?
I work with many busy people. I offer several options including face to face, virtual and phone meetings.
Most plans are completed in 2 to 4 weeks. To make the best use of your time, I have streamlined the information gathering process so we can spend the majority of our time together on your financial future.
12b-1 401k Annuities Beneficiary CDS Conversion Dow Jones ETF ETN Estate Planning Europe Greece IRA Investments PIIGS Retirement Retirement Income Roth IRA Taxes VIX bank bond cash flow cost crisis debt diversify financial planning insurance investment investments mutual funds portfolio retirement return risk stock strategy tax volatility
Tom was quoted in the SmartMoney series Retire Here, Not There: Florida.Sarasota was one of communities chosen to be highlighted for the article. Sarasota was noted for its high concentration of cultural attractions, beaches and lower cost of living. Read the article here. |