At CRIS Financial, we have a deep bench of professionals that help you plan for your ideal retirement.In this episode, Jim Donewald talks to Nick Heinrich, a financial planning director at Advisory Alpha, about how his team brings additional depth and infrastructure to support client portfolios at CRIS Financial. You will get rare insight into what Nick and his team look for when reviewing client portfolios, especially in the wake of market volatility and corrections.
You will learn:
The perks of being a client of a smaller financial organization
The features and benefits of asset lock
How market volatility and corrections may have impacted your portfolio
Unique solutions offered by Advisory Alpha