There's traditional financial planning... and there's Covisum financial planning.
The advisor and the quant
What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance?
In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line.
Join us for a live demonstration of our software
Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better retirement decisions.
A symbiotic relationship between CPAs and financial advisors can prove beneficial for your clients - as well as both businesses. Building this kind of relationship can provide balance that would otherwise be missing.
A new study reveals that although women are taking control of household finances, they’re unprepared to meet long-term financial goals and are not seeking financial planning advice.
Case Study: The Real Tax System
John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.
Retirement taxes are not for sissies
Opportunities abound for advisers schooled in tax-efficient withdrawals
Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt:
"Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming
Frank Oliver, III, is president and founder of Oliver Financial Group. Frank is a recognized national speaker on retirement planning and financial literacy. He draws upon his expertise in retirement, proactive tax planning, maximizing Social Security, and family wealth transfer to effectively guide families to make sound financial decisions.
Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.
Contributed by Joe Elsasser, CFP® president of Covisum
You've done it. You've created a business and marketing plan. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success!
But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.