Episode 6: Financial Planning Today – Do the traditional strategies still work?
How many businesses start out with a great financial outlook? Many do. And how many business owners have a solid personal financial plan? Unfortunately, not as many. In this episode, your host, Nancee Johnson, chats with the team from Mainsail Financial Group. Mainsail believes in goal-based planning. They know that proper planning is an ongoing process and a relationship-driven activity. As the winds of life shift, a proactive approach is needed to maintain the correct heading and because your business depends on it, not just the finances for your business, but your personal finances, too. One without the other is like sailing without a life jacket. You may not fall overboard, but why would take the chance?
Our guests on the podcast today are Brandon Steele, Samantha Kennedy, and Adam Laibson from Mainsail Financial Group.
As a team, Mainsail Financial Group strongly believes in goal-based planning. We know that proper planning is an ongoing process and a relationship-driven activity. As the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building a long-lasting relationship that evolves into a dual role of financial steward, and trusted financial advisor for you, your family, and your legacy.
Our focus is working with individuals, families, and businesses who have questions or concerns about their current financial picture, long-term security, future lifestyle, and legacy planning. By taking a comprehensive and detailed approach, we work with you to develop a sound and realistic financial plan that can give you clarity and can help reduce uncertainty as the path to achieving your financial goals become more well-defined.
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