What Is Financial Planning Anyway

https://www.podbean.com/media/share/pb-z2y2f-dbc304

Today I am expanding on last week’s podcast by talking about what financial planning is and how it can help you reach your financial goals.  Rather than just walk through a list of what financial planning is, I’d like to dive into some specific examples of ways financial planning saved the client’s money and how the fee paid was way less than the savings gained in the process.


bill@401advisor.com • 937.434.1790

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Charles H. Dow Award Winner 2008. The papers honored with this award have represented the richness and depth of technical analysis.

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