by CustomPlan Financial Advisors Inc. | Aug 12, 2022 | Blog
Clients frequently place estate planning on the back burner for many reasons. Sometimes, it’s because they don’t want to face their own mortality; some simply don’t consider it to be a priority. No matter the reason, it’s important to advise your clients to have a...
by CustomPlan Financial Advisors Inc. | Aug 10, 2022 | Blog
In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your best for them. When researching online, your “About us” webpage is often one of the first places people visit....
