VIDEO: Are You Getting True Holistic Financial Planning?
With the word financial planning being watered down in the financial industry, how do you know if you are getting true holistic planning?
With the word financial planning being watered down in the financial industry, how do you know if you are getting true holistic planning?
Listen as I offer my perspective to help you for the next time someone approaches you saying they offer financial planning.
Jeremiah Pizana is a financial planner and President of LibertyCrown Financial which is located in San Marcos, Texas, and is an exclusive contributor to Corridor News. LibertyCrown Financial was founded with the distinct purpose of providing clients with the resources necessary to pursue a life of financial independence and prosperity. Jeremiah is an exclusive contributor to Corridor News and you can read additional columns from Jeremiah under our Business Section.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
