The Impact of Family

Posted on 10-20-2023

Cozy into this heartwarming story with us!

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Certified Financial Planner, Dave Talbot, as he shares with us about The Impact of Family:

What value a financial professional may bring to your financial confidence

A story of the impact a decade’s long financial relationship made on a client

How this affected that client’s family

Click here to listen to this week’s program!


For more information, contact:

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