Unlock Your Potential During National Financial Planning Month

National Financial Planning Month is here! In this episode, we’ll do a little bit of celebrating as we look at what financial planning truly means, as well as what drew Lee into the field!

We’ll break down what it means to be a fiduciary, how JL Perkins is different from other wealth advisory firms, and what the standard process looks like with us. Lee also shares a key tip to help you avoid starting your financial plan on the wrong foot, along with insights into the work he did before becoming a financial planner.

You don’t want to miss what we have coming today, so pull up a chair and listen in!

Here’s what we discuss in today’s show:

• How Lee got into financial planning, and what he was doing before he started
• How Lee defines financial planning
• What you should have ready when you meet with an advisor for the first time
• What’s different about JL Perkins?
• Not relying on the internet for your retirement advice

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com