Financial planning is a business that requires great, no, HUGE, amounts of trust. Sometimes the hardest part is just getting to the table to have the chance to introduce yourself to a prospective client.
I made this video so people will have a better sense of who I am, what I’m all about, and why it might make sense to work with me and The Bulfinch Group. This film, Planning For Life, highlights the most important things in life to me, and touches on some of the key tools I can bring to new and existing client relationships. Some items include:
• Wealth maximization
• Education funding
• Asset and income protection
• Maximizing retirement income
• Minimizing income and estate taxes
• Estate planning
• Creating cash recovery strategies
• Investment efficiency
• Risk management
• Insurance premium financing
• Charitable planning
• Life settlements
• Buy/Sell planning
I hope you enjoy this presentation, and I look forward to meeting with you and exploring how I might be able to help you meet your goals and maximize your opportunities and your life just as I have.