What makes a good financial plan?  We believe it has to be easy to understand and implement, giving us the confidence to make savvy financial decisions.  Let’s talk through what that means for you.   

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Once you’ve chosen the right Financial Consultant, what happens next?  Our hosts break down the Who, What, Where of that crucial first meeting.  

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Continuing our theme from Episode 1, we’ll next visit investing on our own, tips on doing your homework, and explain terms like Fiduciary and the letters after an advisor’s name.  

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A topic so important, so jam-packed with decisions, we needed to present it in 2 parts.  Join our premiere podcast episode as we break down the Whys and Why Nots of working with a Financial Advisor.  

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Alliant Retirement and Investment Services (just call us ARIS) is excited to announce our new podcast, Invest Savvy: advice you need to know.  Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they break down questions and topics that all of us – whether we are seasoned investors or new– need to know.

Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.