Dispelling Frequently Cited Misconceptions About Retainer Fee-Based Financial Planning & Wealth Management
Retainer fee-based financial planning and wealth management services administered by trusted fiduciaries who act on your behalf can be instrumental in helping you achieve your lifelong financial goals. This includes developing a financial plan most aligned with your objectives, constantly revisiting and adjusting this so-called “fiscal roadmap” or “blueprint” in response to life events to ensure you remain on track, and providing insightful guidance to help navigate the various stages of your personal and professional life.
4Thought Financial Group is proud to announce the award-winning financial industry trade magazine and news site AdvisorNews has recently published an interview with its chief investment officer Jesse Mackey highlighting the New York-based financial planning and wealth management firm’s “Bear, Bull, Wolf & Eagle” analysis redefining traditional market cycles.
CPA Continuing Education Course: The New Rules of Retirement (Social Security, Medicare & Long-Term Care)
‘Journal of Financial Planning’ Features 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis & Market Cycles Redefinition
4Thought Financial Group proudly announces the publication of an investment management column by its chief investment officer Jesse Mackey in the June print, online and mobile editions of the award-winning, peer-reviewed Journal of Financial Planning.
When a client and I first meet, we prepare a financial plan. Within the plan, we assess cash flow needs and determine how much the portfolio must generate in order to make up any monthly income shortfall, and thereby provide for the client’s lifestyle. By figuring out what the shortfall is, we can determine how to position the investments and other income sources.
When you’re sick, you visit a doctor. If your ailment persists or you’re told you need a more serious remedy, such as surgery, you get a second opinion from another.
Even when you’re feeling well, you still schedule a routine checkup.
Why? Because when it comes to your health, you don’t mess around. You want to ensure you’ve been diagnosed properly and are receiving the most effective treatment possible to achieve optimal health.
Your financial health and well-being may also benefit from a periodic wellness check, or second opinion, every so often.