The Financial Concepts Podcast
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A Look Into The Financial Concepts Planning Process With Scott Ferguson (Ep.2)
Reaching out to a financial advisor for help with your financial planning might seem intimidating.
Don’t stress about digging into your past financial decisions, your financial advisor is not going to judge. They are just trying to see what situation you are in currently to be able to start looking ahead at a plan for your perfect future.
In this episode, Scott Ferguson walks you through what it’s like to make the first initial contact with a financial advisor at Financial Concepts. He also guides you through how their planning process can help you obtain security and confidence in your financial future.
Scott discusses:
- How he can help you identify your financial dreams and goals
- What the first initial meeting process will look like at Financial Concepts
- How to know if an advisor is the right fit for you
- How the advisors at Financial Concepts can guide you through the retirement planning process
- And more
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