All about Planning

Greg talk corporate earnings now that earnings season is winding down, the Market and more investment information. Second part of his show is all about Planning. “Greg’s Dad always said, “Make the plan, work the plan” and that is exactly what he does: planning for college students, planning for adult children back at home, planning for caring for elderly parents, and financial planning for women are just some of the topics he tackles.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.