• Financial Planning

  • Jun 11 2020
  • Length: 18 mins
  • Podcast

Financial Planning

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  • Summary

  • With all the market volatility we've seen in 2020, we thought today would be a good day to look at financial planning overall.

    • What is financial planning?
    • Why is it beneficial?
    • What are the different areas of financial planning?

    1 on 1 recently hired a paraplanner to assist clients with creating financial plans, utilizing the most modern technology to keep them continuously updated.

    Resources:
    1 on 1 Financial Website: https://www.1on1financial.com/
    Email 1 on 1 Financial: info@1on1ofinancial.com
    Call 1 on 1 Financial at 909-981-1720

    1 on 1 Financial Facebook page: https://www.facebook.com/1on1f/
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