Financial Planning 101


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.

  • 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.