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Do you have a plan?

Laird Hepburn · Jul 19, 2021 ·

Financial planning is often talked about but rarely understood.  Most often, people think I mean investing money and growing portfolios. Others think planning has to do with insurance.  While those are important, neither is planning.  It’s actually kind of rare for someone to say something like “Oh, you mean you help people figure out how to achieve their goals, right?”

A goal is simply a dream with a deadline. 

  •  College funding? Deadline. 
  •  Retirement? Deadline. 
  •  That special purchase? Deadline.

I encourage you to watch this video. It’s short and it explains planning for your goals much better than I can explain it. Not only that, after you watch, you’ll probably know more about financial planning than most!

Learn more about MoneyGuide Pro here or contact us for more info!

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    Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers.

BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.

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