Money Matters: Financial Planning with Steve Kocen

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.