Staying Engaged & Connected

Posted on 7-29-2020

How often do you check with your Financial Advisor?

Utilizing the resources of a financial advisor doesn’t have to be like pulling teeth! 

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Jim Ruta, a seasoned Advisor Trainer,  to talk to you about what you can do to be engaged and connected with your financial advisor — painlessly!

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning