While your financial plan is ultimately about your finances, it’s also about coordinating all the pieces so that they work cohesively.
In this episode, Ben Duronio highlights the importance of coordinating your financial plan, and shares why it is important to focus on the process instead of the final product.
In this episode, you will learn:
- The role Ben plays in coordinating all the aspects of a financial plan for clients
- How to use a #LivingBalanceSheetⓇ as a wealth coordination tool
- Who the firm’s “quarterbacks” are when it comes to helping clients coordinate their plans
- The Mount Everest analogy that’s directly related to retirement
- And more!
Tune in as Ben reveals the importance of coordinating your financial plan!
2020-108549 Exp 09/22
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 a 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. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian.