Comprehensive Financial Planning Topics

29/05/2025 21 min Episodio 5
Comprehensive Financial Planning Topics

Listen "Comprehensive Financial Planning Topics"

Episode Synopsis


Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?"Follow us: LinkedIn | Facebook | Website  For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected].