Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed. It's leaving us with more questions than answers. Each week, we'll discuss what's on our mind about the financial topics you care about most.
In this opening episode, Adam and Ben talk about what they do as Financial Planners and break down how we can work for you and help you plan for your future financial goals. Listen in to learn about the fundamentals of the process and key life events that may trigger the need for financial planning help.
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Email us at info@haasfinancialgroup.com
Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
