Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, I will be answering the question: “What do I look at when creating an investment portfolio?”
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
The LPL Research Blog Article:
https://lplresearch.com/2022/04/05/march-market-insights-markets-gain-ground-amid-a-tough-2022/
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
