Using Your Goals and Passions to Plan for the Future
When thinking about life-long goals, it is important to plan (financially) for how to make them happen. It doesn’t always matter what you start off with, but how you get there. Whether you are interested in an entrepreneurship, traveling, leaving an inheritance, founding a movement, achieving an artistic or other innovative endeavor, financial planning is vital to realizing those goals. J.R. Gurrieri, specializes in a methodology called Financial Life Planning and has helped clients reach their goals throughout his career. Enjoy this video blog where he discusses this topic at length, here.
Phone: 201-522-6010
Email: jr@blackbeltwealthadvisory.com
Serving the Tri State Area (New Jersey, New York, Connecticut)
“Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-225-7637, Firm is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
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