Trust but Verify

Trust but Verify

Request your Free Guide Here Here’s a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all of the rules. Today I want to...
Explaining Your Planning Process

Explaining Your Planning Process

Download Your Free Planning Process Document Here The link above will download the “Explaining Your Planning Process” document for you to use for free! Please make sure if you use this file to run it by your compliance team first. When I look at an advisor...