EP 128: The Value of Working With a Financial Planner

EP 128: The Value of Working With a Financial Planner

| September 13, 2021

EP 128: The Value of Working With a Financial Planner

Hosts of the Retire With Confidence Podcast, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode!

In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering how we can bring value to you, listen to this episode to learn more about how we can guide you on your journey to financial freedom!

Listen to our podcast or watch our video below.