04.26.2021 - By Jackie Campbell
Jackie Campbell and Monica Haberlin detail the 5 Steps to a Solid Financial Plan: 1) Income Plan 2) Smart Tax Plan 3) Solid Wealth Plan 4) Financial Planning Meets Legacy Planning 5) Long term Healthcare Plan Plus why a DIY Retirement Plan is harder than it looks and what to expect in your first visit with Jackie. For more information or to schedule a consultation, visit www.mycampbellandco.com