Retirement Planning with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Ever wonder how a CFP manages their own money? Listen as Nick talks about his personal financial plan for 2018. Everything from cash flow, investments, debt, and real estate. January is the perfect time of year to evaluate and update your own financial plan. Let's get started!
Book an appointment with Nick here.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.
Create your
podcast in
minutes
It is Free
Copyright © 2006-2023 Podbean.com