Each client presents specific financial details that require unique analysis. Some of the important factors in deciding whether to participate include current wealth at risk in the company's deferred compensation plan-we like to see less than 30 percent; investment options within the deferred compensation plan-the more variety and quality, the more likely we are to recommend; business maturity and stability of the company in question; and the amount of other wealth the client has that's susceptible to the same company.
-Rod Coleman
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