In the Lifestyle Room of the Your Financial House Process, one thing that stands out the most is vacations and with that comes traveling. We are aware of the current situation, however, if you must travel at all, this video highlights the things that are most important.
Watch this special video of Greg talking with Doug Wilson, Co-Founder of Counter Threat Group, go over tips and tricks to remember when going anywhere in or out of the country.
Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
Doug Wilson of Counter Threat Group is not affiliated with Fi Plan Partners or LPL Financial.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.