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Financial Planning for the Everyday Retiree with Chris Latham
Description
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.
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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I'm Candy Messer, President of Affordable Bookkeeping and Payroll and Podcast Host of Biz Help For You. This channel will share helpful information for you to run a successful business including tips in the areas of bookkeeping, payroll, sales tax, business licenses, and other compliance PLUS information I share from experts in other fields.