6 Verticals for Planning Your Financial Future
Submitted by Alexander Consulting Group, LLC on June 30th, 2021Back in March, I blogged about Financial Wellness – the ability to successfully manage money across your lifecycle and to plan and save for milestones, including retirement. There are 6 verticals that I believe are integral to planning your financial future and reaching financial wellness:
1. Investment Planning
2. Estate Planning
3. Retirement Planning