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Financial Planning & Investing
When should you have a Comprehensive Financial Plan?
Date & Time
March 21, 2024
What is financial planning? Do you have just a Financial Advisor that manages your investments separate from incorporating into your business, tax, or estate plan? Do you own a business or many real estate properties? Have you had a comprehensive analysis done or created a plan that involves your CPA, Estate Planning attorney and a Certified Financial Planner that is looking at things collectively? You may need additional entities or LLCs, you may need tax mitigation techniques or a cash flow study done on investment properties. Discuss the why, when and importance of developing a Financial Plan. Watch this informative webinar hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management about the value of financial planning.