I need a trusted P&C agency in Central or Northeastern Ohio.....here's the backstory.
One of the areas of specialty for our firm (I own a small Canton Ohio based RIA) is our fee-based financial planning service. As part of our annual financial-planning process each year with each client we look into their tax situation/estate planning/protection planning to make sure there are no gaps or “blind spots” so to speak. As a part of our planning software, we have copies of all our clients dec pages and have their policy info entered into their financial plan. The overall plan is extr
Source of insurance-forums.net
One of the areas of specialty for our firm (I own a small Canton Ohio based RIA) is our fee-based financial planning service. As part of our annual financial-planning process each year with each client we look into their tax situation/estate planning/protection planning to make sure there are no gaps or “blind spots” so to speak. As a part of our planning software, we have copies of all our clients dec pages and have their policy info entered into their financial plan. The overall plan is extr
Comments
Post a Comment