Military Financial Advisors AssociationTrue financial planning goes beyond any one topic and holistic advice encompasses all aspects of financial health and wealth. In this episode, we talk about what that kind of planning looks like and how you can work to integrate all aspects in your work. Understand your competency and licenses so you don’t go beyond them. Ultimately, you must also remember that you can’t want your client to do something more than they do.
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We provide tailored financial advice for military personnel and their families. Whether you’re starting your career, transitioning to civilian life, or planning for retirement, we’ve got you covered.
I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His
I’m excited to welcome Ryan Guina on the podcast today. He is the founder of the Military Wallet, one of the longest running and most
I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no
