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935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
935am think advisor retirement conference
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935am think advisor retirement conference

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Transcript

  • 1. Greg Friedman, MS, CFP Private Ocean Wealth Management Junxure (CRM Software) Think Retirement Income 2013
  • 2.  Traditional Financial Planning (Analysis and Education)      Capital Needs Modeling Withdrawal Rate Information Alternative Structures for Cash Flow “Coaching” Qualitative Conversations
  • 3.    Address the fear/anxiety/uncertainty through qualitative conversations – the numbers are the numbers Focus on the financial plan and income structure – to reduce focus on the portfolio returns Engage clients through discussions about their passions/interests

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