First Steps Towards Your Financial Plan


First Steps to Getting Started on Your Financial Plan

Have you wanted to improve your financial plan, but struggle with how to begin? On this week’s SGL Radio episode, join Steve and Gabriel to discuss the first steps in getting started.

Podcast Highlights:

  • You have to start somewhere, take the first step
  • How to get yourself organized and knowing where everything is
  • Figuring out what your life and retirement goals are
  • How much risk you should have in your portfolio pending your goals and situation
  • Why having a financial plan and roadmap is so important!

P.S. Here’s How We Can Help You With Your Finances Today:

  1. Schedule a free 30-minute introduction meeting or call today
  2. Get your free Retirement Income Analysis and Financial Health Assessment
  3. Let SGL Financial help you develop your Financial Roadmap to a secure retirement

Request Your Free Consultation Today
(847) 499.3330