Financial Advisor
WHAT WE’RE RESPONSIBLE FOR:
- Goal Setting
- Investment Management & Research
- Cash Flow Analysis
- Financial Planning
- Asset Allocation
- Estate & Tax Planning
Client Specialist
WHAT WE’RE RESPONSIBLE FOR:
- Account Services & Maintenance
- Money Movements
- IRA Distributions/Required Minimum Distributions (RMD)
- Account Opening & Transfers
- Practice Management
- Social Media & Marketing