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Advisors: How to Plan for the Worst

Picture - ProtectedToo often financial advisors are not prepared for sudden death or disability. They might not think a plan is needed or just do not have time to set up a perfect succession.  Either way, they all should have a short-term continuity agreement, just in case.

Read another article from Byrnes Consulting in the June 2014 issue of Financial Planning.

Get advice on

  • Avoiding the unexpected
  • Putting it in writing
  • Taking some next steps

Need help preparing for your future? Contact Byrnes Consulting for assistance.

Financial Planning Screen Shot - 2014-06

 

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