Do we sell products without the planning?

If you’re asking me this question the answer is “no”. To justify anything we do for someone’s investments or insurances, we detail how the financial product fits into your needs and objectives. Elsewhere are people who will sell financial products without due diligence on the need they fill or the risk they may avoid.


2019-03-18T14:41:30-04:00February 27th, 2019|