As a financial planner, I consul people on their estate plan with their attorneys. One very important topic that creates issues are Power of Attorney (POA) documents. Yes, you can have a blanket POA, however, many financial institutions require their own paperwork. Also, many of these expire...
This is not concierge which is still through insurance, you are just moving up the line. This model is undoughtly better medice. When you go to a traditional primary care visit, the nurse see you for a few minutes going throught the questionair and then the doc comes in and leaves as quickly...
I have a friend who is a P.A. and owns his own Primary Care practice. You pay a monthly membership fee but then have access to real primary care. He spends an avg of 30 -45 min with a client to figure out the issue and not just write perscriptions. He has agreements with local imaging...
Surprised I am the first person to say they are a Financial Advisor/Planner. Certified Financial Planner, blah blah blah. New to the forum as I am getting back into elk hunting after a couple of years off here in Colorado. Shot the bow in the backyard this afternoon in a long time.
I do not sell...
I just joined the forum today. Shot for the first time in the backyard in a few years since I have taken a couple of years off from hunting. Why? Family life is busy and I was going solo for a number of years and was board being by myself. Not to mention my wife and kids did not like me...