Top Advisor Showcase: Brian Sak

Published October 5th, 2018 in News, Updates and Announcements | No Comments »

October is officially upon us, and that means it’s time for another recap from the June Mastermind Collegium in Cleveland. In this edition, Brian Sak, CFP®, CLU®, ChFC® discusses how he and his team utilize bond alternatives to help clients avoid interest rate risk and sequence of returns risk while saving annual fees and growing their capital base.