May 19, 2021
When doing financial planning money is the how; what is really important is the why.
AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets, expenses, needs, Social Security, risk, and estate planning. It also addresses all of the qualitative aspect, including one’s personal and financial goals.
Learn about AMR's 360 Financial Planning process.