- Видео 287
- Просмотров 38 181
Nic Nielsen, CFP® - Know My Plan
США
Добавлен 31 мар 2019
We design and implement simple one-page financial plans for busy executives and their families.
Know My Plan serves clients locally in our Charlotte, NC office and work with many other great clients virtually throughout the country.
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representatives associated with this page are currently registered to discuss and/or transact business with residents of the following states: GA, IL, IN, MO, NC, OK, PA, SC, TX (additional state registrations are added as we engage with clients outside of the states listed).
Know My Plan serves clients locally in our Charlotte, NC office and work with many other great clients virtually throughout the country.
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representatives associated with this page are currently registered to discuss and/or transact business with residents of the following states: GA, IL, IN, MO, NC, OK, PA, SC, TX (additional state registrations are added as we engage with clients outside of the states listed).
How Long Can People Go Without a Financial Plan?
I recently had a meeting discussing the differences between hiring a professional to help build a financial plan versus doing it yourself.
If you're a high-achieving professional and could use the help of a financial planner to help organize your financial life and set you up with a plan that maps towards your long-term goals, please reach out to me. I'd be happy to talk.
Please Subscribe: www.youtube.com/@knowmyplan
---
Meet: https: go.oncehub.com/knowmyplan
Nic Nielsen on LinkedIn: www.linkedin.com/in/knowmyplan/
Know My Plan (website): knowmyplan.com/
Contact me: knowmyplan.com/contact/
📄 Dollars & Diagrams Newsletter: lp.constantcontactpages.com/su/qdBHPsM
🎙️ Good Til Cancelled Podcast: podc...
If you're a high-achieving professional and could use the help of a financial planner to help organize your financial life and set you up with a plan that maps towards your long-term goals, please reach out to me. I'd be happy to talk.
Please Subscribe: www.youtube.com/@knowmyplan
---
Meet: https: go.oncehub.com/knowmyplan
Nic Nielsen on LinkedIn: www.linkedin.com/in/knowmyplan/
Know My Plan (website): knowmyplan.com/
Contact me: knowmyplan.com/contact/
📄 Dollars & Diagrams Newsletter: lp.constantcontactpages.com/su/qdBHPsM
🎙️ Good Til Cancelled Podcast: podc...
Просмотров: 3
Видео
The Danger of Being Lulled to Sleep by Cash & High-Yield Savings Accounts
Просмотров 4814 дней назад
An excerpt of a conversation discussing a common situation: Couples getting too comfortable with cash. Please give this a watch. If this resonated with you please reach out to us or connect with your financial planner to discuss your future goals, risk tolerance, and flexibility so that you're not wasting valuable time on the sidelines. If you're a high-achieving professional and could use the ...
Will We Be Able to Maintain Our Spending in Retirement?
Просмотров 23Месяц назад
This is an conversation that includes several clips sharing how we help retirees maintain their lifestyle into and through retirement. • What happens when they paycheck stops? • This is why we love dividends • For future caregivers... • Long-Term Care (LTC) • Mailbox Money If you're a high-achieving professional and could use the help of a financial planner to help organize your financial life ...
This is My Job: An Interview of How We Help People
Просмотров 31Месяц назад
This is My Job: An Interview of How We Help People
This is the Biggest Opportunity for Investors
Просмотров 262 месяца назад
This is the Biggest Opportunity for Investors
Why We Share Stories and Examples of How We Help Clients - Good Til Cancelled Clip
Просмотров 352 месяца назад
Why We Share Stories and Examples of How We Help Clients - Good Til Cancelled Clip
Client Experience: How a Financial Plan Provides Structure & Comfort
Просмотров 523 месяца назад
Client Experience: How a Financial Plan Provides Structure & Comfort
How Will Employee Stock Options (ESOs) Affect Our Taxes?
Просмотров 293 месяца назад
How Will Employee Stock Options (ESOs) Affect Our Taxes?
Early 60's and Retired: Why This Couple Considered a Roth IRA Conversion
Просмотров 473 месяца назад
Early 60's and Retired: Why This Couple Considered a Roth IRA Conversion
What Keeps People From Hiring a Financial Advisor?
Просмотров 394 месяца назад
What Keeps People From Hiring a Financial Advisor?
How Will The Election Affect My Investments?
Просмотров 614 месяца назад
How Will The Election Affect My Investments?
Age 40 - What Should Our Financial Goal Be?
Просмотров 1265 месяцев назад
Age 40 - What Should Our Financial Goal Be?
What's the Client Experience Like When First Meeting?
Просмотров 475 месяцев назад
What's the Client Experience Like When First Meeting?
Age 50 - How Much Do I Need to Save to Retire?
Просмотров 1,1 тыс.6 месяцев назад
Age 50 - How Much Do I Need to Save to Retire?
I'm Too Scared to Lose Money Investing
Просмотров 416 месяцев назад
I'm Too Scared to Lose Money Investing
Four Reasons People Hire Us - Know My Plan
Просмотров 186 месяцев назад
Four Reasons People Hire Us - Know My Plan
A Good Financial Plan Creates Balance
Просмотров 1006 месяцев назад
A Good Financial Plan Creates Balance
How We Build Portfolios for Our Clients
Просмотров 1727 месяцев назад
How We Build Portfolios for Our Clients
Why We're Saving & Investing: Future Financial Flexibility - Good Til Cancelled Clip
Просмотров 987 месяцев назад
Why We're Saving & Investing: Future Financial Flexibility - Good Til Cancelled Clip
Where We Do Our Best Work - Our Most Common Clients
Просмотров 577 месяцев назад
Where We Do Our Best Work - Our Most Common Clients
Why Do People Reach Out to Know My Plan? - Good Til Cancelled Clip
Просмотров 268 месяцев назад
Why Do People Reach Out to Know My Plan? - Good Til Cancelled Clip
What Investment Return Should I Expect? - Good Til Cancelled Clip
Просмотров 368 месяцев назад
What Investment Return Should I Expect? - Good Til Cancelled Clip
How Can a Financial Advisor Help Me? - Good Til Cancelled Clip
Просмотров 2168 месяцев назад
How Can a Financial Advisor Help Me? - Good Til Cancelled Clip
How We Guide Our Clients Toward Long-Term Success - Good Til Cancelled Clip
Просмотров 829 месяцев назад
How We Guide Our Clients Toward Long-Term Success - Good Til Cancelled Clip
How to Manage RSUs Within Your Financial Plan - Restricted Stock Units
Просмотров 1789 месяцев назад
How to Manage RSUs Within Your Financial Plan - Restricted Stock Units
Retired 70 - I Feel Guilty Spending My Money
Просмотров 959 месяцев назад
Retired 70 - I Feel Guilty Spending My Money
What's a Backdoor Roth IRA? - Do You Make Too Much to Contribute to a Roth IRA?
Просмотров 1369 месяцев назад
What's a Backdoor Roth IRA? - Do You Make Too Much to Contribute to a Roth IRA?