“It really helps you lay out your goals, right, your life goals. It helps you understand what you need financially to get there and achieve them. And then it connects you to solutions and financial professionals that can help you come up with different strategies as well as different vehicles that help you achieve those goals.”
There are video chats available as well. It is free to get started and create a plan. But there are fee based services if you decide to take advantage of them.
You can find us at Techstination.com. I’m Fred Fishkin.
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