The Importance of Having a Financial Plan in Place with Matthew Tomlin, CFP® (Ep. 206)
On this week's episode of Upticks, Jake is joined by Matthew Tomlin, CFP®, to discuss why everyone should have a financial plan. Matthew is a CERTIFIED FINANCIAL PLANNER™ and at Falcon Wealth Advisors, our financial planners serve as extensions of our two advisors—Jake Falcon CRPC®, and Cory Bittner, CRPC®. Tune in to…
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