Elementality for Financial Advisors | Elements Financial Vitals System™

Talking With Your Clients: Planning for Retirement (Qt)


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The plan-in-a-binder era has ended. Today people want ongoing help with the complexities of their modern finances. But even with a greater focus on the present, preparing for retirement remains a key ingredient to good planning. On this episode of Elementality, Reese explains to the clients of his RIA where qualified plans (Qt) fit within the financial planning puzzle.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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