Your financial plan with Favored includes goal setting, investment analysis and strategy, budgeting, an objective insurance review, estate planning, and guidance with employee benefits. No thick financial plan with graphs and lots of technical jargon. Rather, a custom, adjusting document that we work our way through in a series of meetings each year.
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A trusted financial advisor should not only identify where you are and where you want to go, they should also help you get there. I’m Cordi Powell and I am here to help. Let’s get started!
