Financial Planning for the Everyday Retiree with Chris Latham
- Financial Planning for the Everyday Retiree with Chris Latham 33:31
The earlier you start a financial plan, the better you set yourself up financially, but it's never really too late to start. A financial plan is different for everyone, but every basic one should cover Retirement Planning, investment management, risk management, Estate planning, and cash flow analysis. But most plans go on to cover Education planning, special needs/dependent care, charitable planning and so much more. Tune in to learn more about creating your own financial guide for your Retirement.Â
Chris Latham is a CFP, working in Long Beach, Ca. Chris first started working in Finance in 1995 and started his own financial practice in 2004. He has had great success through organic Growth and honest practice methods. Chris's clientele ranges from school district faculty to business owners, and entrepreneurs. He has a personal relationship with each of his clients and has many second-generation clients.
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20% off a Wealth Planning (Fundamental, Standard, or Premium levels).
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