High Net Worth Planning - a podcast by SHP Financial

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will gear the show toward folks in the"high net worth"market. High net worth, is someone who makes two hundred thousand dollars or more yearly, and/or has one million dollars or more of investable assets. Derek, Matt and Keith, will share some strategies that should be involved in your retirement planning process. The guys will go over the top 5 things that should be considered, if you fall in that“high net worth”category. You need to have an advisor that can handle a higher level of planning.

Further episodes of SHP Retirement Road Map

Further podcasts by SHP Financial

Website of SHP Financial