Sign in to confirm you’re not a bot
This helps protect our community. Learn more

Building a Financial Plan with Doug Morton and Chip Kalousek

Land & Everything Else
84 subscribers
<__slot-el>
<__slot-el>
124 views 5 months ago #WealthManagement #FinancialPlanning #alts
How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the exciting future of wealth management and the role young advisors will play in shaping it. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at http://www.savantwealth.com/important... Connect with us! Chip Kalousek on LinkedIn:   / chip-kalousek   Doug Morton on LinkedIn:   / doug-morton-cfp%c2%ae-4b03062   Savant Wealth Management: https://savantwealth.com/ Dr. Craig Lemoine on LinkedIn:   / craig-lemoine-cfp-r-phd-mrfc-bb1a765   Agriculture Focused Financial Planning: https://affp.illinois.edu/ #WealthManagement #FinancialPlanning #SmartInvesting #alternativeinvestments #alts #investmentstrategy ...more
...more
Building a Financial Plan with Doug Morton and Chip Kalousek
0Likes
124Views
Dec 122024
How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the exciting future of wealth management and the role young advisors will play in shaping it. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at http://www.savantwealth.com/important... Connect with us! Chip Kalousek on LinkedIn:   / chip-kalousek   Doug Morton on LinkedIn:   / doug-morton-cfp%c2%ae-4b03062   Savant Wealth Management: https://savantwealth.com/ Dr. Craig Lemoine on LinkedIn:   / craig-lemoine-cfp-r-phd-mrfc-bb1a765   Agriculture Focused Financial Planning: https://affp.illinois.edu/ #WealthManagement #FinancialPlanning #SmartInvesting #alternativeinvestments #alts #investmentstrategy

Follow along using the transcript.

Land & Everything Else

84 subscribers