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Oct 25, 2017

More With The Scorecard

Summary:

 

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, talk about three important categories on the Confident Wealth Scorecard: tax efficiency, business continuity and estate planning. Tax efficiency is a year round process that needs professional intervention....


Oct 10, 2017

Keeping Score

Summary:

 

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, list and explain the 8 categories of their Confident Wealth Scorecard. Filling in this scorecard helps an individual outline their personal and financial vision for the future. Oftentimes, business owners compare their...