Interview with Brian Pitell of BPG planning

In this episode, Tim interviews another member of our network of trusted advisors.  Brian Pitell is the founder of BPG Planning.  During this episode, Tim and Brian chat about the value of working with qualified advisors as part of your financial and estate planning team.  

Brian's philosophy involves truly understanding a client's goal prior to giving advice.  This episode is great for getting tips on whether to know if you are working with a committed financial planner.