Is your financial plan working for you and your current and future goals?
Ben Duronio walks us through the client process at Levine Financial Group. He explains how new client relationships begin, and the focus of new financial plans for clients.
In this episode, you will learn:
- What the first call with a client looks like
- The importance of planning according to your goals
- The benefit of keeping everything together
- The importance of consistently updating your financial plan
- And more!
Tune in now to discover the planning process with Levine Financial Group!
Resources: Levine Financial Group
Todd Levine, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2020-104705 Exp 07/22