Coffee with KPP

When you work with a financial advisor, there is so much verbiage that can leave you confused and concerned. In this class, Ken and Kyle break down the differences between fee-based plans and brokerage accounts. Both types of accounts have advantages and disadvantages for investors, and it's important to understand the subtle differences.

In this episode Rob and Kyle talk about the financial planning process, how it differs from simple wealth management, and why having a financial plan may increase the likelihood of accomplishing your financial goals.