Common Financial Mistakes-What to do with Money with a Purpose

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Common Financial Mistakes–What to do with Money with a Purpose

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses common financial mistakes. This week we take a look at what to do with Money that has a specific purpose and a specific time frame. Don’t risk it!

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser, IFP and Family Wealth Planning Partners, LLC are not affiliated.
The information given herein is taken from sources that IFP Advisors LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.

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