The Well Rounded Retirement

The Well Rounded Retirement


Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich

January 12, 2021

At CRIS Financial, we have a deep bench of professionals that help you plan for your ideal retirement. In this episode, Jim Donewald talks to Nick Heinrich, a financial planning director at Advisory Alpha, about how his team brings additional depth and infrastructure to support client portfolios at CRIS Financial. You will get rare insight … Continue reading Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich →