Maintaining Financial Security on the Winding Road of Life # 366

As you go through life, transitions and changes are inevitable. Major events such as starting a new job, getting married, buying a home or entering retirement influence how you view and plan for the future. They impact your needs and require a periodic look at your planning strategy. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Planner Evan Salter. They discuss the importance of reevaluating, and potentially revising your plans to help you secure your financial future as these and other life changing events occur. 

 

Listening Time: 24 minutes

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Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.