The 6 Areas of Financial Planning

The 6 Areas of Financial Planning

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You hear us talk about the 6 areas of financial planning all the time, but what are the 6 areas and how do they work together? Well explain the 6 areas and provide examples!

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.