In this episode, Jeremy and Drew talk about how they believe that wealth management can be broken down into a formula: Financial Planning + Investment Management = Wealth Management. This means it's more than just placing investments or insurance products and moving on.
It means helping people with all aspects of their financial life, not just the area's an advisor might get paid for.
They then dive into which concepts make up the financial planning.
These topics include: discussing your goals, cash flow planning, debt paydown, retirement planning, insurance and risk management, tax planning, college education planning, employee benefits, estate planning and everyone's favorite, portfolio management.
Connect with the Migrate Your Money Host’s:
● Connect with Jeremy: https://www.linkedin.com/in/jeremycrocker/
● Connect with Drew: https://www.linkedin.com/in/drewfeutz/
Migration Wealth Management:
● LinkedIn: https://www.linkedin.com/company/migration-wealth-management
● Facebook: https://www.facebook.com/migrationwm
● Instagram: https://www.instagram.com/migrationwealth
● Twitter: https://twitter.com/MigrationWealth

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