Episodes
Saturday Oct 21, 2023
The Three Main Parts to a Financial Plan
Saturday Oct 21, 2023
Saturday Oct 21, 2023
There are three main parts to a financial plan: Savings, Investments, and Protection. Positioning each component in a tax-efficient manner requires strategy and long-term planning. Join V on the Crystal Clear Finances YouTube channel as he reviews the purposes behind each piece.
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It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.
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