Meet Modern Wealth Management - America's Wealth Management Show

In case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that the Modern Wealth Management team is excited about, but we also know that there might be some questions that you have about it.

Modern Wealth Management President and Co-Founder Jason Gordo joined Modern Wealth Management Managing Directors Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer those questions. They’ll explain what Modern Wealth Management is, our firm’s vision, what you can expect, and more. We can’t wait to share more exciting news about Modern Wealth Management in the coming weeks. Our team welcomes the opportunity to meet with you to further explain how Modern Wealth Management’s financial planning services can help you get to and through retirement.

Schedule: https://www.modwm.com/meet-with-us/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=meet-mwm

Start Planning Here: https://modwm.com/retirement-planning-tool/radio/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=meet-mwm

More on this episode: https://modwm.com/meet-modern-wealth-management/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=meet-mwm

Meet our Team: https://www.modwm.com/team/?utm_source=YouTube-BFG?&utm_medium=AWMS&utm_campaign=meet-mwm

Downloads:
Retirement Plan Checklist: https://modwm.com/retirement-plan-checklist/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=meet-mwm

The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

Introduction: 00:00
Meet Jason Gordo: 01:23
Creating Modern Wealth Management: 04:31
Why Modern Wealth Management?: 08:50
What Is Modern Wealth Management? 13:22
Our Team: 15:14
Our Service Goal: 19:12
Conclusion: 22:17


Did you miss our previous article...
https://wealthvideos.club/Wealth-Management/what-is-the-process-for-combining-finances-after-you-get-married