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Four Capitals

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Four Capitals

How the “Four Capitals of Wealth” Applies to Executives and Business Owners

Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Jennifer Specter, Shareholder/Chief Operations and Compliance Officer, and Alyssa Dalbey, CPWA®, CFP® and Shareholder/Wealth Manager at Schultz Financial Group (SFG) to understand how our “Four Capitals” applies to executives and business owners. Hortz: Can you explain your “Four Capitals of Wealth” planning approach? How

Posted By Schultz Financial Group Inc.
October 2, 2024