Something went wrong! But don't worry, the team has prepared for days like these and we still deliver a quality show. The whole advisory team joins to talk about their bucket strategy, getting to know their clients before giving advice, goal and time-based planning, and much more! We'll be back next Sunday!
Brian Wiley, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
Nic Daniels, Financial Advisor
Alex Lundgren, Financial Advisor
www.treecityadvisors.com
www.therealmoneypros.com