PROVIDE MORE VALUE
“As a financial planner, you need this information so you can work with other financial professionals to get more clients. You’ll gain a greater understanding of how the investment side impacts the tax side. You’ll give your clients the knowledge they need to talk confidently to their accountant about tax-reduction strategies. You’ll also be able to direct your client’s tax savings into suitable financial investment products.
For example, with the knowledge of the recent passed CARES Act, you’ll be able to help your clients get more money out of their IRA to invest without paying any tax penalties. We can help you be a vital source of information to your clients.”
-Jake Roberts, Financial Advisor