Key Ingredients of a Well Curated Financial Plan

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Our hosts discuss the top five components every financial plan should have, as only 30% of people have a financial plan or may have put one together a long time ago, when it is truly an ongoing process that should be revisited regularly, plus new details about CFG’s modern office upgrades. Joe and Chris answer caller questions on topics including, the difference between a mutual fund and an ETF (Exchange Traded Fund), the benefits of moving their 401k to CFG’s team – how it works and how much you really benefit from it in the long run.

Hosted By:
Chris Toadvine CFP® & Joe Bert CFP®

Chris Toadvine CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

Submit your questions to:  1-844-220-0965 •


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