Too often financial advisors are not prepared for sudden death or disability. They might not think a plan is needed or just do not have time to set up a perfect succession. Either way, they all should have a short-term continuity agreement, just in case.
Read another article from Byrnes Consulting in the June 2014 issue of Financial Planning.
Get advice on
- Avoiding the unexpected
- Putting it in writing
- Taking some next steps
Need help preparing for your future? Contact Byrnes Consulting for assistance.