In today’s Office Hours, Eric answers Malia’s question: How many steps are there in the financial planning process?
Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
September 10, 2020
In today’s Office Hours, Eric answers Malia’s question: How many steps are there in the financial planning process?
Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**
Investor Disclosures: https://bit.ly/KF-Disclosures
Copyright © Brotman Media Group
