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News Podcast

Last year, I was a guest on the Virtual U.S. Financial Advisors podcast where I talked about my financial assessment process. We’ve divided the episode into 8 parts and today I’ll be sharing with you the last of the series.

 

In this episode, I completed the financial assessment process that we go through without clients and covered everything else from our financial plan, including asset protection, funding, and planning.

 


 

In this episode, I discussed:
(01:49) What are the ways to help protect assets
(04:06) The advantages of creating separate business entities under one umbrella
(09:08) Why do you need to start to define what’s really important to you
(10:18) The purpose of having assessments
(12:15) What keeps me awake at night

 

Get a copy of our one-page assessment chart here: https://bit.ly/3tVosaq

 

P.S. Financial needs and concerns vary for each person.  If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.

High Lift Financial

2150 Hillholm Street
Johnstown, PA 15905

Office: 814-201-5855
Toll-Free: 855- 804-3548
Fax: 855-804-3547
matt@highliftfin.com

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All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
 
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

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