Financial Planning 101

VIDEO POST

All Categories, Featured, Personal Financial Planning | by: Bob Brandt, CFP®

Do you know where you are in your financial life and where you want to go? How does a financial plan show you the most efficient way to get there?

Bob explains the financial planning process in this video.

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  • No strategy ensures success or protects against a loss.
  • Stock investing involves risk including potential loss of principle.
  • Bonds are subject to market and interest rate risk if sold prior to maturity, and values will decline as interest rates rise.
  • Past performance is no guarantee of future results.
  • All examples discussed are hypothetical and are not representative of any specific investment. Your results may vary.