Plan With The Tax Man

Here on the show, we often talk about what it’s like to become a client. But what about what it's like to be a client of a financial advisor? Tune in for a behind-the-scenes look at what it looks like to be a client at Tax Doctor Inc.    Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Walter Storholt: Well, here on the show, we often talk about what it's like to become a client, but today we're going to talk about what it's like to be a client. On Plan with the Tax Man, what's it really like to be a client of a financial advisor, we'll give you all the details coming up. I'll grab Tony and we'll get started. It's another episode of Plan with the Tax Man, I'm Walter Storholt filling in for Mark Killian, but as always, joined by Tony Mauro, a certified financial planner and CPA with more than 30 years of financial planning experience. Find us at Yourplanningpros.com. Based out of the Des Moines area in central Iowa, serving everyone throughout the communi