Mar 14, 2022
Travis Gatzemeier, CFP, believes money is a tool that can unlock the opportunity of life. He is the Founder of Kinetix Financial Planning, where he helps to simplify his clients’ finances through what he calls “dynamic” financial planning and investment management. In this episode, Travis talks about the impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this with your clients to set them up for success.