Ep 3: Investment Planning
Manage episode 278051501 series 2817079
A crucial element of a retirement plan is figuring out which investments you need to be in. It’s important you are in objective appropriate and risk-appropriate investment vehicles that match who you are in life. Jeff talks to us today about the bucket management strategy his practice uses and helping people to find and utilize their unique identity within their investments.
Contact:
985-845-2922
jeff@jeffchristianfp.com
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