Your professional money team

Where can I turn to for help? We hear this question from so many people who are trying to achieve their goals. There are so many designations and job titles in the world of finance, it makes figuring out who and where to get professional advice from, a daunting and overwhelming task. The Dynamic Duo will outline the major financial professions, and what they can do for you. They will show us who you need, for what, and when. No one can move to the next level of their financial journey without credible, relevant guidance. Finding your next advisor requires a whole new designation in itself! But listen in – we will help you figure it out!