EP 042: Some Planners Don't Plan
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - June 15, 2018 11:51 - 8 minutes - 7.98 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 041: Rick Guttersohn of New Hope
Next Episode: EP 043: 2018 Peak Halftime Report with Ben Lavine
Some "Financial Planners" don't do any Financial Planning at all -they are simply salespeople who sell financial products like insurance, annuities, and mutual funds. At Peak, it is a little bit different. We don't sell financial products. We sell what we know works. We are selling ourselves. Listen in and get the full scoop.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.