If you were interested in a planning strategy that involved a specialized topic, like Social Security, what lengths would your financial professional go to in order to help you make an optimal decision?
In this episode, Justin Bennett walks you through a planning case study. You will explore the case of a longtime, high-performing client and how Justin approached his question.
In this episode, you’ll learn:
- What Justin considered when helping his client arrive at a decision
- Justin’s philosophy on using outside professionals for expertise in specialized topics
- And more!
Listen now to hear a case study that demonstrates what steps Bennett Financial takes to help his clients.