4 Important End-of-Year Financial Planning Tasks for Advisors, Clients
Before putting a bow on 2011, advisors and their clients should take the time to nail down these four key aspects of their finances to ensure financial planning success in 2012, according to M&I, a part of the BMO Financial Group.
Everyone wants to save money and prepare themselves and their families for the future. But that can only happen if clients establish well-defined goals and take the necessary steps to put advisors’ strategic advice to work.
Here are the Top 4 end-of-year financial planning tasks every client needs to complete: