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Case Study: Adviser Can Help Focus Retirement Goals
Manage episode 328044976 series 12842
Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if a couple is on track.
Read the Article: https://www.henssler.com/pulling-your-retirement-goals-into-focus
881 tập
Manage episode 328044976 series 12842
Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if a couple is on track.
Read the Article: https://www.henssler.com/pulling-your-retirement-goals-into-focus
881 tập
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