The first few pages of the chapter on Insurance…
You create a financial plan based on probabilities and use insurance to protect the plan from the possibilities. Create the plan, insure the plan.
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After a decade of advising clients in large brokerage firms, Chad Gordon started GreenStar Advisors in Denver, CO… and on the heels of the greatest market collapse of our lifetimes. In coaching his clients through this, he found that the biggest factor affecting client’s performance was not necessarily where their money was invested but more so in how they behaved during the crisis.