What is Financial Planning? | Episode 44: FPOG Podcast

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?

Show Notes

Taylor Schulte’s Statement of Fiduciary Commitment

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Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX that provides exceptional advice for a select number of families coming from oil & gas companies.

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