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
For more information, contact:
Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning