What does Wealth and Business Planning Group, LLC do?
Wealth and Business Planning Group, LLC (The Financial Quarterback™) provides “sleep well at night” solutions for retired and near-retired individuals. This may include, but not limited to: discovering clients’ true purpose for money, investment analysis, professional money management, tax planning, insurance, estate planning, pensions, retirement cash flow, capital need analysis, business succession planning, charitable planning, and general financial matters.
Related Questions
- Does Wealth and Business Planning Group, LLC (The Financial Quarterback™) invest in financial products recommended to their clients?
- Does Wealth and Business Planning Group, LLC (The Financial Quarterback™) provide tax preparation or legal services?
- Does Wealth and Business Planning Group, LLC (The Financial Quarterback ™) hold client securities?
