Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr

Dedicated to providing investment solutions and strategic wealth planning that is right for you!  

In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with retirees.

In this episode, you will learn:

Their path to becoming professionals in the financial services industry

What differentiates them as financial advisors, accompanied by a brief introduction to the team

The client process and their ideal client

About the sequence of returns with retirees

And more.

Listen in to learn more about their approach to assisting families and businesses in accumulating, growing, and harvesting wealth in a tax-efficient manner.

Resources: Fredrick Pratt Jr.: [phone] Ext. 217 | Frederick Pratt Sr.: [phone] Ext. 292 | Wealth Harvest Group | Wealth Harvest Group Facebook | How to Adult Ottawa  | Wealth Harvest Group Twitter