Virtual Family Office and Dynamic Mapping with J. Kevin Best, CFP®

171

Adam Torres and Kevin Best discuss Kevin’s virtual family office and Dynamic Mapping.

Subscribe: iTunes / Spotify / Stitcher / RSS

Apply to be a guest on our podcast here

Show Notes:

The virtual family office model combined with Dynamic Mapping is the recipe for success for many investors. Have you considered how using a firm that uses this model may benefit your situation? In this episode,  Adam Torres and J. Kevin Best, CFP®, AEP®, MS, President of Best Times Financial Planning, explore how Best Times Financial Planning’s virtual family office is serving its clients.

About Best Times Financial Planning

Best Times Financial Planning was founded in 1983 by Jack Best.  At Best Times Financial Planning, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for financial success.  J. Kevin Best is a registered representative of Lincoln Financial Advisors, a broker/dealer and registered investment advisor.  Lincoln Financial Advisors is the first company to be recognized as a Financial Planning Association Alliance Firm.  The FPA acknowledges that LFA is committed to professionalism in financial planning. 

Apply to be a guest on our podcast here

Learn our podcasting system in under 1hr FREE here

Get the Mission Matters News FREE here

LEAVE A REPLY

Please enter your comment!
Please enter your name here