CAPITAL INSIGHT GROUP

Financial Planning Done Right Website: https://www.capitalinsightgrp.com

Jeff McClenning from the Capital Insight Group joins Chris and Dan to talk about how important it is to financially plan for your future and today. It is important for you to know that the financial services professional you work with follows a process. While your own particular mix of financial goals, challenges, assets and recourse are unique, you can rest assured that the Capital Insight Group will guide you through their 6-step process. If you’re in need of a financial planner and want to learn more about their 6 step process, check out the Capital Insight Group and their website.

 

Nothing mentioned on the show should be considered as investment advice for your personal situation. Please consult with a financial planner or investment advisor representative for personalized recommendations. This is for educational and informational purposes only.

 

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC. Jeffrey D. McClenning, CFP®, is a registered representative and investment advisor representative of SFA which is otherwise unaffiliated with Capital Insight Group.

 

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· Chris Lalomia The Trusted Toolbox

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