What is a Fact Finder and what is the process of working with Safe Money Retirement

Send us Fan Mail In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even discussing plans or rates? What info do you need to have prepared for the 1st appointment in our process? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss ...