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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