Step 1 Data Collection:Typically, the advisor will collect data from the client, including assets … Read More
Why Outsource
The apparent benefit of outsourcing financial plans for most advisors is that they can allocate … Read More
About Jacque LeFore
Jacque LeFore became a CFP® certificate in 2002. After graduating with a Bachelor of Science in … Read More
We audit, input and know the workarounds to complete advanced modeling in Emoney. Are inputs in Base Facts accurate? Do the comparison graphs in Decision Center make sense? Are you maximizing income tax strategies?
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