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The Financial Planning Process at Bogart Wealth – Episode 22
Manage episode 463438625 series 3564091
コンテンツは Christine Janaske and Bogart Wealth によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Christine Janaske and Bogart Wealth またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is for the first time joined by Bogart Wealth's Financial Planning Manager Sandra Terronez, CFP®. Together, they discuss the role that Bogart Wealth's Financial Planning team plays in helping clients plan for their goals and futures.
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IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/
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