Paul Volker of Volker Consulting discusses “The Elements of the Financial Plan” on the Money Zone.
Volker Consulting is an independent financial planning practice, providing concise and objective solutions to their clients. A strong blend of knowledge and ethics form the foundation of their long-term client relationships. As independent brokers, they complement their clients’ needs with appropriate product solutions through their carefully selected product partners. The team’s expertise lies in executive financial planning, employee benefits and corporate assurance.
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