Reinforce Case Study: Anthony Locascio, CFP
Anthony Locascio, a graduate of our live academy, hosts the radio show “Make Your Money Work,” and was nominated in 1998 as one of the Top Financial Advisors in America for Worth Magazine. In practice since 1981, Anthony has built his financial planning practice on the premise that developing lasting relationships with his clients ensures client loyalty and security. Anthony understood that taxes, investments, retirement and legacy planning are all interconnected. He sought out resources to better service his clients through integrated financial planning, which includes tax planning. Anthony discovered that becoming a Certified Tax Coach has allowed him to deliver more superior, comprehensive service to his clients; and that creates an unmatched loyalty and ability to charge premium fees. In addition, Anthony is able to redirect his client’s tax savings into suitable financial investment products – expanding his wealth planning services.