You just obtained a client. This client owns several properties and spends their time managing the properties. Their net worth is over 7 figures. The…
You just obtained a client. This client owns several properties and spends their time managing the properties. Their net worth is over 7 figures. The client has minimal funds in his bank account. After meeting with the client and listening to his concerns you tell the client. Explain why
A.you have concerns about his tax planning
B.you have concerns about his liquidity
C.you have concerns about his retirement strategies
D.you have concerns about his long term care planning