Are you a saver or a spender? Are you saving for retirement? More importantly, who taught you financial responsibility? What do you wish you knew sooner? This week, 30-year-old Real Wealth® team member Jade Paczelt describes what she thought of financial professionals before she joined the team, and how and why those misconceptions were changed.
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Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. *Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
The material was produced by Real Wealth Marketing to provide information a topic that may be of interest. Real Wealth Marketing is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.