Retiring Baby Boomers drive development of new PFP products
Many financial advisors tout their independence and ability to choose from the large pool of products created for clients by the manufacturers and distributors of financial products. Industry insiders know two things that are very critical about this.
Read more from John’s article “New Tools for Your Planning Arsenal” at AccountingToday.com
Current FPA MA President, John P. Napolitano, CFP, CPA, PFS, is chairman and CEO of U.S. Wealth Management in Braintree, Mass.