What all is involved in creating a financial plan? On todays episode, John talks with cohost Erica about the 5 key steps of financial planning and how they uniquely fit together to help investors gain financial peace of mind. 

The 5 steps include:

• Retirement Planning
• Investment Management 
• Insurance Planning
• Estate Planning
• Tax Planning

Whether you're just starting out on journey or getting ready for retirement, having a financial plan that addresses your situation and considers how to grow and preserve your assets from all angels is critical.

 

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