From Goal to Reality: A discussion about Professional Financial Planning

While operating a business, it is important to think about retirement and investment planning. Learn the benefits of professional financial planning for small business owners and how to choose a financial advisor. Steve and Kim will take you through the financial planning process and supply you with the questions to ask your financial advisor.
Steve Cartwright is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of industry experience and is a Private Wealth Client Relationship Manager with Per Stirling. He guides clients through their life circumstances to help them achieve their goals. During his career, he dedicated over a decade to collaborating with active traders at various brokerage firms, and has led a team of consultants specializing in Retirement Plan Administration.