May 24, 2023
Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries
New Focus on Wealth with Chad Burton, CFP®
On this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don’t have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones.
Email your money question to chad@chadburton.com.
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
