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CFP For Busy Entrepreneurs and Attorneys
Manage episode 319166984 series 3141155
Innehåll tillhandahållet av Lorena Tomasini. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Lorena Tomasini eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Are you a busy entrepreneur or attorney? You're more than likely in the daily operations of growing your business. That could be getting new clients, expanding with new employees or bringing on new debt. Who is helping you figure out the other important parts of money?
In this episode, learn from Jonathan G. Cameron, CFP from Cameron and Downing. He specializes in working with attorneys and entrepreneurs in 4 key aspects. You'll have to listen to the episode to find out more...Just so you know, Jonathan is not your traditional CFP talking about things like retirement, yes it's important, but there are other priorities. He helps you become the best version of yourself, financially speaking.
3 key takeaways:
- 4 Things All Professionals Should be Working On
- Importance of having a CFP by your side
- Getting Your Financial House In Order
To learn more about Jonathan, visit him on Linkedin at :
https://www.linkedin.com/in/jonathangcameron/
I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida or Nebraska, visit our website at https://www.malmins.com
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