The Role of Investments In Your Financial Plan

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.