Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm. Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member Read more about Lauren DeGroot, Arrow Group member[…]

Is ‘fiduciary’ a mindset?

There are 144 days until the Department of Labor Fiduciary Rule goes into effect. How will this new rule affect your business? How will it change the industry? What does it mean for Covisum® product subscribers and The Arrow Group members? The answers to these questions will be extraordinarily complex as they unfold over time. Read more about Is ‘fiduciary’ a mindset?[…]

How advisors should talk taxes with clients

The elephant and the snowball Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic for several reasons. First and foremost, they fear violating federal regulations or industry standards that limit who can provide “tax advice.” The result? Advisors and firms are reluctant to talk taxes or incorporate tax-related Read more about How advisors should talk taxes with clients[…]

Our team is growing

Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team. She has a history of making an impact and achieving big goals, bringing experience in strategy development, marketing, communication and management to our growing Read more about Our team is growing[…]

Dijana Cenic. All Rights Reserved.