Fundamentals of Financial Planning

In this episode we talk with Brian Luce, Financial Planner at Triangle Financial Group, about the steps people can take to get financially organized, the fears he helps them overcome, and his motivation for helping them make the best financial decisions they can for their futures.

Notes & Links:

• Brian mentioned three foundational strategies for financial planning.
  • Protect your finances with life and disability coverage
  • Build up a healthy cash reserve
  • Save 15% - 25% of your income

• Learn more about Triangle Financial Group and its financial planning resources
• Check out trianglecu.org for upcoming seminars with Brian
• Set up a time to meet with Brian! Speak to a teller or Financial Service Representative at any branch, email Brian at bluce@financialguide.com or call 1-800-276-2470 to set up a free consultation.
• View the episode transcript.

 

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. www.sipc.org, 101 Federal St, Suite 800, Boston, MA 02110. Tel: 617-439-4389. Triangle Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202110-253204.

NOT A DEPOSIT - NOT NCUA INSURED - NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE CREDIT UNION - MAY GO DOWN IN VALUE.