In today’s age of widespread and available information, Wes Johnson, CFP® says he continues to be amazed at the misconceptions and mistakes he uncovers regarding a financial plan. Click the link below to listen to the replay.
[link_button link=”https://www.southcarolinapublicradio.org/post/creating-solid-financial-plan” size=”large” color=”#0D4F8B” align=”left”]LISTEN TO THE REPLAY [/link_button]
“A full-fledged financial plan will take into account all aspects of your household finances. A plan starts with setting goals – for example, paying for college, paying for a wedding, setting a travel budget, setting realistic income goals for retirement that factor in inflation. Inflation may not be a huge deal if you’re 70 years old, but if you’re in your 40’s, inflation will have a huge impact on your financial plan.” —Wes Johnson, CERTIFIED FINANCIAL PLANNER™. Click here to learn more about Wes.
Click here to listen to the full South Carolina Business Review radio interview.
Contact Us
Please feel free to contact us any time with questions, or to request more information.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Economic forecasts set forth may not develop as predicted. All performance referenced is historical and is no guarantee of future results. Indexes are unmanaged and cannot be invested into directly.