"To Have a PLAN or Not to Have a PLAN?" ( informational and entertaining.)
9 min
Watch this short, informative presentation
on Greg & Cerise Reed,
who in 1997, decided to initiate a Financial Plan to benefit their family's
future.
Their honest insights about what they learned through the 8 year
process, along with
comments from their Certified Financial PlannerTM,
Practitioner, Mick
Owens,
allows the viewer an opportunity to share in a perspective that is
seldom touched upon, when it comes to Financial Planning.
Advisory services are
provided through Creative Financial Designs, Inc., Registered Investment
Adviser,
and securities are offered through cfd Investments, Inc., a registered
Broker/Dealer.
Member FINRA & SiPC 2704 South Goyer Road, Kokomo, IN 46902 (765)453-9600
