Best Times Financial

Best Times Financial Planning was founded in 1983 by Jack Best. We help our clients: - Make smarter decisions in todays uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial expert. Isnt that the role you want your Personal CFO to take? We work with Serving Leaders, those who put their families and their communities first, to potentially optimize the impact they can have. Our Custom Wealth Architect Process involves five steps: 1) Foundation Dialogue- Allows you to determine if our process benefits you. Allows us to determine if we want to work with you. 2) Strategic Blueprint- You discover your financial, estate, tax opportunities and gaps, how we can help and our cost. After this meeting you decide if we work together. 3) Goals Navigator- Together we explore the objectives of your financial independence, investments, business exit strategy and estate 4) Solution Activator- We work with your advisers to provide...