Money Matters: Financial Planning with Steve Kocen

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A financial plan can be very helpful in creating a clear financial picture.

Financial Planners help with…

  • Insurance
  • Long-Term and Short-Term Debt
  • Retirement Planning
  • Investments

Where do we start?

  • Look for a planner with experience in your area of interest.

What is an “area of interest?”

  • Someone who can help you create a plan based on where you are now and where you want to be in the future.

Where can I find more information?

  • You can view the records of any financial planner on FINRA.org. You can also consult your accountant.
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