Dedicated to providing investment solutions and strategic wealth planning that is right for you!
In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with retirees.
In this episode, you will learn:
- Their path to becoming professionals in the financial services industry
- What differentiates them as financial advisors, accompanied by a brief introduction to the team
- The client process and their ideal client
- About the sequence of returns with retirees
- And more.
Listen in to learn more about their approach to assisting families and businesses in accumulating, growing, and harvesting wealth in a tax-efficient manner.
Resources: Fredrick Pratt Jr.: (613) 829-7874 Ext. 217 | Frederick Pratt Sr.: (613) 829-7874 Ext. 292 | Wealth Harvest Group | Wealth Harvest Group Facebook | How to Adult Ottawa | Wealth Harvest Group Twitter