The Role of Investments In Your Financial Plan

Videos
Written By Crystal Lee Butler, MBA

When clients plan their financial journey, it’s like building a car that goes down the road of life. That car needs an engine. That's where investments come in. Listen as Russell discusses Voice Wealth Management’s investment philosophy and how it relates to your financial plan.

Topics Discussed:

  • What is risk tolerance

  • Do you know your time horizon

  • Understanding the balancing act

You can watch this video and others on the Voice Wealth Management YouTube channel.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
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The Financial Planning Process - Part 2