2011 is winding to a close and financial planners and their clients are already making adjustments to their portfolios and plotting the strategies they intend to deploy to increase their wealth and buffer their retirement savings in the new year.
To this end, the Financial Planning Association of San Francisco has offered up its Top 12 Financial Planning Strategies for 2012.
Take a gander at this interactive slideshow detailing the best tactics for you and your clients next year.
Have some ideas of your own you’d like to share? Please share them on our Financial Planning Discussion Board.
SOURCE: Financial Planning Association of San Francisco