On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning. Listen to learn how to avoid financial overwhelm and get on the path to success!
For the Difference Making Tip, scan ahead to 17:17.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Condolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian. 2019-72206 exp 01/21