Your Financial Planning vs. a One Time Financial Plan # 421
There’s a big difference between financial planning and obtaining a one-time financial plan. A one-time plan only presents a snapshot of a single moment in time and doesn’t include consideration of life changes you will likely experience. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why dynamic ongoing work with a planning professional can be far better suited to helping you achieve your financial goals.
Listening Time: 16 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.