The Strings of Financial Security: An Introduction to Financial Planning with Allegro Wealth.
What do we mean by "Financial Planning"?
Most people think of financial planning just in terms of investment management. However a comprehensive financial planning engagement should encompass much more.
As a guitar player and enthusiast Chris tells a story by using the Six Strings of the guitar to describe how Allegro Wealth brings enormous benefits and Financial Security to their clients.
The Six Strings of Financial Security:
E - Everything Organized
B - Better Asset Allocation
G - Great Protection
D - Documents, Wills, Trusts & Estates
A - A Plan for Retirement Income
E - Efficient with Taxes
Join our Zoom meeting on Tuesday Sep 12, 2023, 3:00-3:30pm EST.
Date and Time
Tue, Sep 12, 2023
3:00p - 3:30p EST