No Cost Financial Planning for Active, Guard, Reserve and Veterans

MILMO Show

English - December 04, 2023 06:00 - 30 minutes - 21.2 MB - ★★★★★ - 58 ratings
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Free financial counseling is offered to the military community but no-cost financial planning is new, thanks to a program called Advisors Give Back.

In this episode, financial adviser and veteran, Garrett Dearden shares a free new resource that can help you with your finances.

We talk about:

What Advisors Give Back is and how it works How it’s different from financial counseling Who can use it The top financial struggles advisors see in the military community

Garrett volunteers as a pro bono financial adviser with Advisers Give Back. Garrett is currently a financial adviser with his family's financial planning and tax preparation firm, Laurette Dearden CPA, CFP®. Additionally, Garrett is currently a graduate student in Columbia University's Master's in Professional Studies in Wealth Management program. Garrett is also a candidate for CERTIFIED FINANCIAL PLANNER™ certification.

Show notes can be found here: https://laceylangford.com/podcast/No-Cost-Financial-Planning/