Interview of Retirement Happy Hour

Recently, I was interviewed by Brad Smith, Financial Expert & Host of Retire Happy Hour, which was aired on the major networks. Many of my clients find it helpful to know a little more about what makes us financial advisors "tick". 

Brad asked a few frequently asked questions. One was the cost of financial planning. In looking back, I did not give an exact figure, but more of the "why" one should engage making a financial plan. As you probably already know, I have a specific price that my team and I charge for our planning services.

I was also asked if "Financial Planning" was important. This is something I stress to everyone I get a chance to speak to about planning. I won't give away my answer here... so please watch the video and give your feedback. Believe me it is appreciated! 

Click Here for Video  and Welcome to Clarity