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What is Financial Planning?

I meet with so many people who are curious about financial planning, and while some of them know what it is, I still hear a lot of misconceptions about how it works.
In today’s video, I want to clear up some of those misconceptions and share what financial planning is and what it is not.






The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.