Jeff and John discuss the basics of financial planning. Why do we do it and what are the benefits, as well as some analogies to driving.
Send topic suggestions or questions to email@example.com.
After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polariswealth.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.
Music is credited to bensound from bensound.com
Disclosure: Polaris Wealth Advisory Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Wealth does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Wealth Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Wealth Advisory Group, LLC unless a client service agreement is in place.