Financial Planning & Investing - Part 1

Once you get your financial house in order, you can buy an actual house (or upgrade) and get that one in order!

Listen to my talk with Financial Advisor, Audrey Croft of Ameriprise Financial in Roswell, Georgia. #financialplanning #investing #savingforahome

Some highlights:
PART 1
Eliminate Financial Illiteracy
What your advisor should have/be qualified to do
Why you should see a Financial Advisor
Why you should Invest
Types of investments
How a Financial Advisor will help you
Wills & Trust

PART 2 [watch next] -
Poverty Mentality
Money and Divorce
Student Loans
Types of Protection you should have
Tax Strategies
3 Buckets- Now, Short-term, Long-term

Audrey Croft, CRPC®
Financial Advisor
Ameriprise Financial Services, Inc.
515 E Crossville Rd
Bldg 100, Suite 130
Roswell, GA 30075

O: 770.518.8146 | F: 770.518.8147 | M: 770.885.0448
Toll Free: 800.518.8146

CA Insurance License ##OH05658
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I specialize in and around Gwinnett county, Georgia. #gwinnettcountyrealtor

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Natasha Bazile, REALTOR® - Georgia Real Estate license #345545. Virtual Properties Realty 770-495-5050

*** DISCLAIMER - The opinions and content reflected in this video are my own and independent of my broker. Please do your own research and due diligence on topics mentioned.