A 2-Minute Video for Holistic and Hands-On Wealth Managers

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00:00 Grow Your Wealth Management Practice Through Estate Planning
0:34 Meet AEPL
0:53 Talk To Clients
1:10 Schedule Design Meeting
1:23 Be Present With Client and Attorney
1:40 Implement Client Goals
1:55 Repeat With Other Clients

[@mikeg2538]

Question. If you are 50 with $4 million invested having 50% in etfs based on broad indexes (Dow, Spy, Nasdaq) and 50% money market. Is this $ enough to retire? I rent a 2 bedroom apartment, no debt, no kids. I also ask because I have slight back pain sitting at PC 8 hours a day. I wonder how long I can endure it. I anticipate 6% returns but the past 30 years seem like a rosey picture. Thanks.

[@litrealred6840]

Hi! 🥰

[@jeroldpaquette9068]

This is just too blatant - of course so called estate planners are always referring their customers to Attornies, that is only natural and oftentimes, in my experience, brings up conflicts problems.