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 ByOctober 2, 2024