Capstone Planning—Financial Advisor, 2007 - present
Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning. Implement financial planning recommendations and monitor market trends.
Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning. Implement financial planning recommendations and monitor market trends.