Bringing Your Life and Financial Plan Together
Each of us has a unique purpose and direction. Financial advisors help clients to identify their specific goals, then work to construct a customized financial plan to make those goals achievable.
In this video, John Nelson and Christine Whelan reveal the role of your financial advisor in aligning your life plan with your financial plan.
John Nelson and Christine Whelan were paid for their commentary. Their views do not necessarily reflect those of Jackson®.