Tag Archives: risk tolerance test

Every year I spend many $1,000’s of dollars on going to financial planning conferences and taking additional training to improve my knowledge and  keeping up to date, as well as for paying $1,000’s for software to add real value for my clients’ financial lives. A few months ago I added new software to benefit my existing clients as well as to potentially help add some new ones to my growing practice. I’ve finally made a 1 minute video to explain how you might benefit. CLICK the link … Continue reading