This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working together to help an individual reach their goals. It takes a team to make a financial plan come to life.
9621 Harford Rd, Parkville, MD 21234
Phone: (410) 663-0700 | Fax: (410) 663-6700 | Email: Colin.Meeks@LPL.com
Copyright © 2024 Maryland Financial Advocates. All Rights Reserved.
The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FLA, DE, WA, TX, GA, MA, NC, OR, WV
