Post Falls Wealth Manager Stresses Contact with Clients
Journal of Business; Spokane › September 07, 2009
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Summary
[...] limitations were too exclusive for his liking, so he left the brokerage in 1998 and, with four associates, started Financial Strategies, in Coeur d'Alene, with the goal of providing wealth-management services to ordinary people, he says. Generally, the firm develops a financial plan after analyzing a prospective client's income, investments, insurance coverage, debts, tax situation, and goals.
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Extract
Post Falls Wealth Manager Stresses Contact with Clients
Tim Van Lohuizen and Joe Angelo, the principals at Financial Strategies, a small Post Falls financial-planning and risk-management firm, left larger companies so they could be closer to clients.
Van Lohuizen says he ...See the full content of this document
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