At Westlake Risk & Insurance Services we are continuously looking for ways to better serve our clients. Financial Planning is one of the services we offer and we are proud to have a Certified Financial Planner on our team. Dale Berry, CFP, CLTC has been a certified financial planner for nearly 20 years, Life and DI licensed since 1981, and providing Long Term Care solutions since 1988. Dale has worked with Financial Advisors, Independent Life, and Health and Property Casualty brokers for over 25 years; educating their clients on how to manage risks and how to leverage cash and cash flow.
What are some common mistakes families make when preparing for retirement?
1) failure to properly plan for retirement income distributions, especially during down economic times and 2) and not addressing the potential risk of Long Term Care expenses for themselves or loved ones.
And, for Businesses the major mistake is the failure to provide or keep current on business succession, buy-sell and key person planning.
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