Ep 119: Financial Planning Resources
- Author
- David Shotwell CFP(r) and Nick Nauta CFP(r)
- Published
- Mon 15 May 2023
- Episode Link
- https://srbadvisors.com/ep-119-financial-planning-resources/
Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them. You can find links to the resources below. Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products.
