Annual reviews and why you need one – You have probably heard all the reasons why
you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball
discuss why it is critical to review your plan at least annually. Topics covered include
responding to life changes, investment objectives, time horizons, liquidity needs, risk
tolerance, cash-flows, life insurance needs, legacy planning, and more.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr