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.