{"id":111035,"date":"2023-05-03t11:56:22","date_gmt":"2023-05-03t15:56:22","guid":{"rendered":"\/\/www.g005e.com\/?p=111035"},"modified":"2023-06-27t21:05:50","modified_gmt":"2023-06-28t01:05:50","slug":"every-client-can-use-financial-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/03\/every-client-can-use-financial-planning\/","title":{"rendered":"every client can use financial planning"},"content":{"rendered":"
<\/a>and accountants are perfectly positioned to offer it.<\/strong><\/p>\n by ed mendlowitz<\/i> \u201cfinancial planning services\u201d is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.<\/p>\n more on marketing: <\/b>four reasons to perform tax projections<\/a> | four additional services to suggest<\/a> with regard to tax services as the catalyst, the tax return is the roadmap of a client\u2019s financial life. a keen observer can uncover many areas clients can be assisted with.
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