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The Need for FinPath
Manage episode 362929045 series 2982995
Inhoud geleverd door Jeff Pincus, HUB Retirement, and Wealth Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jeff Pincus, HUB Retirement, and Wealth Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with Matt Escalante about FinPath.
Participants:
- Colin Clark, Senior Vice President, HUB Retirement and Wealth Management
- Matt Escalante, Senior Vice President, TCG, a HUB International company
Thanks for listening to the Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!
The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
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