Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one.
We all have coaches for different aspects of our lives and financial planning is no different. That's where a planner comes in, and with increased advertising in the field, baby boomers retiring, and the impact of COVID-19, demand for financial planning has never been higher.
There are different pricing models that financial planners use, including traditional, AUM (assets under management), or a combination of the two. A newer model that Rich prefers is a subscription model, with an upfront fee then monthly, quarterly, or semi-annual fees.
Comprehensive planning (or holistic planning) is much different than simple or goal-based planning, which can be much narrower in scope. Comprehensive planning can include insurance planning, retirement planning, investment, tax, education, and so much more.
To contact Richard Oring, call him at 609-924-2049 or email him at roring@ncfg.com.
You can also schedule an appointment directly from our website: https://www.ncfg.com/schedule/
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