Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
Here’s some of what we cover in this episode:
- Why most people don’t know the real risk in their portfolio because they’re focused on upside potential.
- What’s the motivation behind the information you’re reading and hearing about finances?
- Well-known national companies aren’t automatically a better option to help you plan.
- Financial planning goes well beyond picking investments.
- You don’t need to be uber wealthy to need a retirement plan.
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
