According to Forbes in 2022, only 23% of Americans had a written financial plan, while 37% had done no financial planning at all. It is a common misconception that you need to have a lot of money or be a business owner to seek out financial planning services and this could not be further from the truth.
On this week’s episode of the Tallahassee Business Podcast we are joined by our 2023 Podcast Presenting Sponsor, MillCreek Financial Consultants. William Green and Robbie Kinney join us to break down the walls of financial planning. They discuss their Process vs. Product approach, advice on planning for retirement when inflation is inevitable, and how exit strategies need to be discussed sooner rather than later.
MillCreek shares their “why” behind their “what” and how they believe financial education is the forefront of what they do.
Tune in to this week’s episode to learn more!
Visit MillCreek’s website here: https://www.millcreekfinancialconsultants.com/ Disclosure: This podcast is intended for general public use and for educational purposes only. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. William and Robbie are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3664 COOLIDGE CT., TALLAHASSEE FL, 32311, 850-5629075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. MillCreek Financial Consultants is not an affiliate or subsidiary of PAS or Guardian. William’s CA Insurance License Number – 0H88072, AR Insurance License Number – 3421324. Robbie’s CA Insurance License Number – 0H88072, AR Insurance License Number – 3421324.2023-160727 Exp 9/23
