Success As It Relates to Financial Planning
What is success when it comes to your financial future? While most people see that as a destination, a better way to look at it is as a direction. And that all starts with a plan. Too often, folks meet with Michael Wallin and Stacey Andres and they have pieces of their financial future figured out, but not a cohesive plan.
Today we look at the InfoRight Process and the six pillars of financial planning - Investment, Tax, Income Planning, HealthCare, Wealth Transfer, and Estate Planning. We also have a special offer for podcast listeners. They can, for free, sign up for the LifeArc program, which allows you to input all of your information and get a projection about your financial future.
To take advantage of this plan, visit https://www.artofwealthunbroken.com/
You can also call Michael and Stacey at 855-378-1806.