From the website: I help my clients plan well for today and the future through our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials,ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, I can help take the uncertainty out of planning for your financial future. In fact, 90% of Ameriprise clients who have had the Confident Retirement conversation feel more confident about retirement. I’m here to help you feel more confident, too. When you have the right financial advisor, life can be brilliant.
May 14th, 2018 | 30 mins 51 secs
benefits, david, finances, hergert, insurance, planning, retirement
Derrick has a chat with Core's primary financial advisor, David Hergert, to discuss the many financial considerations when starting a small business. Between this episode and the next, they discuss everything from cash reserves, contingency planning, corporate structure, setting up employee benefits, and making sure your business is covered with liability insurance. To find out more about David and the services he offers, check out his profile at Ameriprise. https://www.ameripriseadvisors.com/david.hergert/