Do financial plans add value?

Описание: DISCLAIMER: This podcast and channel is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this!

VinceDeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions.

We discuss:

Understanding Financial Planning

The Importance of having a financial plan

Components of a comprehensive financial plan

Emergency funds and cash flow management

Tax planning essentials

Estate planning

Common financial mistakes to avoid

Key Financial advice for success

Investment strategies for the future

Disclosures:

Disclosure: I am not a current client of RISE Investments, I received no compensation from RISE for this podcast/interview, and there are no conflicts of interest between myself and RISE.