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Joining Me Now Ep. 13: When Do You Need A CFP?

Joining Me Now Ep. 13: When Do You Need A CFP?

New Focus on Wealth with Chad Burton · New Focus on Wealth

September 15, 202234m 16s

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Show Notes

On this episode, Rob and Chad discuss the things to do before you hire a certified financial player. Listen now as this dynamic duo dives into the differences between product-based brokers and Certified Financial Planners, and how the value of a CFP is truly unmatched. If you’ve been wondering when to take action with a CFP, this is one episode you won’t want to miss!

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Topics

investingfinancialplanningTaxPlanning