Defining Investment Advisors and Retirement Planners

19/11/2024 14 min
Defining Investment Advisors and Retirement Planners

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Episode Synopsis

David Belisle defines what investment advisors and retirement planners do and why both should have influences on a person’s assets. David explains how Paramount Financial does both and the things that people often fail to consider when planning retirement. David also talks about working to get his instrument rating as a pilot and a scenic flight he and his wife took to New York.See omnystudio.com/listener for privacy information.