Milestones' Core Investment Principles



At Milestones, it's important to be as transparent about our practice as possible so we've developed this brief video that explains our core investing principles. If this video has you thinking - does my financial planner have a guiding principle for my investments? - then you should consider getting a second opinion from a Fee-Only planner...like us! Feel free to give us a call (270.247.0555) or email (admin @ milestonesfp.com) to schedule your free, no obligation consultation. We can meet in person, by phone or virtually; and you should expect to spend an hour with us. Get our videos delivered directly to your Inbox by subscribing to our channel today! You can also find us on: Website: www.milestonesfp.com - check our blog for our articles! Facebook: www.facebook.com/MilestonesFinancialPlanning Johanna's LinkedIn: www.linkedin.com/in/jfoxcpa Michelle's LinkedIn: www.linkedin.com/in/michelleneiswender

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    Duration: 6m 38s

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