Future Care Strategies Checklist
A 10-point questionnaire for advisers to ask clients as a means of planning for their elder years. This comes courtesy of Sandy Adams, CFP and a partner with the Center for Financial Planning in Southfield, Mich.
A 10-point questionnaire for advisers to ask clients as a means of planning for their elder years. This comes courtesy of Sandy Adams, CFP and a partner with the Center for Financial Planning in Southfield, Mich.
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