Tag Archives: FinancialPlanning

Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr

Estate Planning, Family, Family Finance, Finance, Financial Advisor, Uncategorized, , , , , ,

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

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Solving the Puzzle of Insurance — with Lisa Reynolds

Estate Planning, Family, Family Finance, Finance, Financial Advisor, Uncategorized, , , , , , , ,

It’s not just you; Selecting the right insurance plan can be very challenging and, at times, difficult to understand.

Today, on this episode of the SimplyAdvised podcast we speak with Lisa Reynolds, the founder and owner of Lisa Reynolds Insurance Agency, LLC. Lisa guides listeners through the puzzle of insurance, she explains the importance of insurance, how it can protect you, why you need it, and touches on the essential questions you should be asking your agent!

In this episode, you will learn:

  • The different pieces in your insurance puzzle 
  • The importance of working with someone you trust
  • What it means to be an independent insurance agency
  • Questions you should be asking your insurance agent
  • The importance of insurance 
  • And more.

Fill in the pieces to your insurance puzzle with Lisa Reynolds today! 

Resources: Lisa Reynolds Insurance Agency, LLC : (573) 778-1516 | Lisa Reynolds LI | Lisa Reynolds FB

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